You have the ability to remove a record from your Portal view and send it back to the ECTN team by selecting the “Re-Assign” button within the record detail section.  Here you can recommend an action the ECTN team should take on the record as well as include any contextual notes that would be helpful for them to know as they determine the next steps in handling the record. 

Note: Taking this “Re-Assign” action on the record will remove it from your organization’s portal view.

Instructions to reassign a record

Step 1: Login to the portal, go to Leads > Ready Now Leads   or Leads > Volunteer Leads

Step 2: Click on the lead’s name in the table to access all details for that record

Step 3: Click the “Reassign” button

Step 4: Select a reason for reassigning the lead from the dropdown options

Step 6: Click “save changes”