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Report on the number of signpostings made
Report on the specific destinations that you signposted your contacts to
Gain a better understanding of which organisations and individuals your staff are signposting your clients to
Avoid duplication and crossed wires within your team because everyone can see the history of signposts that relate to each of your clients
Setup steps
Associate a Contact Form with the ‘organisation’ Contact Type
Designate a project for storing your Signpost Partners
Distinguish between Signposting Partner Organisations and the Individuals that work within them (and indeed any Signpost Partners that are only individuals rather than being employees of an organisation)
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