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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Church Community Builder

Manage Track Steps [CCB Users]

Create and manage track steps for CCB users to select an optional process queue to place individuals in as they progress through the track.

  • You must be a Growth Method administrator to do this.
  1. Click Tracks > Tracks.
  2. Click the track you want to edit.
  3. Click Steps.
    The track option buttons: Overview, People, Comms, Actions, and Steps. Steps is highlighted in purple.
  4. Click Edit Steps.
  5. Click the Add Person to Process Queue While on this Step? check box.
  6. Select the Process, Process Queue, Process Manager, and Process Status from the corresponding drop-down lists.
    Note: If you choose to have a track step have an individual process queue, all text, email, calls, and notes made for the individual while on this step are pushed to CCB as notes tied to that process queue, keeping engagement integrity in the ChMS.
  7. Click Save.
As the individual progresses through the track, the previous track step's process queues will close in CCB unless the current step is the same process queue as the previous. When an individual is removed or completed, the process queue will close too.

Last updated: September 25, 2024