If you are a new PastorsLine partner, welcome! Jump to the HOW TO.
If you are used to PastorsLine V2, let's chat.
As you know, in V2, information was presented on one page. For example, here is part of a Contacts page:
As a result, we needed to filter things on the page itself.
One of the big changes in V3 is that we have moved away from general pages to more specific ones. Filtering is done automatically earlier in the data process to make it easier for you to drill down into your information. Here are two examples:
Contacts are already filtered by phone type. Click on the option you wish to see.
Contacts are already filtered by integration. Click on the option you wish to see.
Keep this principle in mind as you move through the HOW TO below.
After you log in to PastorsLine...
Step 1: Click on Voice (phone icon, gold box in image to the left).
Step 2: Click on Opt-in Status (turquoise box in image to the left).
Step 3: Click on the opt-in category you want. Some categories can be expanded further.
See the expansions in the images below.
Do not call: People who do not want to be called for some reason or other.