Assign Specific Leaders
You can assign a single leader to a specific participant to help usher them through a step. This is more practical when you have multiple step or pathway leaders.
- Log in.
- Click .
- Click the name of the pathway.
- On the Steps tab, click a step name.
- Select the check box next to one or more participants.
- Click the Select an action drop-down list, and select Assign a Leader.
- Select a leader.
- Click Save.