1. Enabling Advocates Run Phone Bank Wizard Enable Advocates
Advocates

2. Go to Search>List Manager

3. Select you list of volunteers
Click the lightening bolt icon, and click the icon for Individuals.

4. Enable Advocates
Click the link on the right “Enable as Advocate(s)

5. Enable Advocates Check the boxes for Fundraising and Phone Bank.
Click the box “Enable Or Update Advocates

6. Finished!
Each of your volunteers now have their Advocate settings updated.
You are now able to them their Advocate IDs and link to the phone bank!

7. Enable Advocates Check the boxes for Fundraising and Phone Bank.
Click the box “Enable Or Update Advocates