Prospect list help

Sweetheart List Database

How to use the system:

Accessing the system

To access the system go to http://shl.lancasterbaptist.org
Login using the same username and password you use to access your computer, email, service report, etc.
You can access the system from any internet capable computer, iPhone, cell phone, etc.

Click the “Home” button in the upper left to see your active prospects sorted by last name
Visits assigned by the Soulwinning secretary are automatically added to your list and indicated by the word ‘Assigned’.
You are alerted if you have not made contact with a prospect in over a week. (See Recording visits, notes, calls, etc. below)
The icon on the right will indicate what the next step is for that prospect. (salvation, baptism, attendance, SS class enrolment, membership)
Click on a name on your list to view the details of that prospect.
Prospects are organized into five different lists (view by clicking the tabs above the list):

Active: prospects you are visiting or calling every week
Joined: former prospects that have been saved, baptized, and are now members of the church
Inactive (under Other): prospects that have lost interest, but you may try to visit them again for a big day
Dead End (under Other): prospects that have moved away or have asked you not to come back
All (under Other): all prospects regardless of status, sorted by last name

Click the Add button in the upper right to add your own prospects.
Fill out whatever information you have on the prospect.
There are separate fields for the first names of married couples.
If the prospect is single, use only appropriate first name field and leave the other blank.
Be sure to record the Point of Contact and the Date of first contact.
Click the Save button to add the prospect to the list.

On the Home page, click on the name of a prospect.
Click the Edit button to update information on a prospect.
Change the prospect’s status to inactive if they are no longer showing interest.
Change the status to dead end if they move away or ask you not to visit. (Give the reason why in the comments field.)
After making necessary changes, click “Save”.

When you make contact, click one of the six “Record contact” buttons to log your visit, call, etc.
A log is kept on the bottom of the page of every contact made with the prospect.
If they get saved, baptized, visit church, etc., click the “Decision” button to record that decision.

Team leaders will have a link that allows them to see the members of their team.

If you need additional help, contact Charles Meyer at charles.meyer@lancasterbaptist.org.