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Active Volunteer List

1. Begin on the Main Menu of the Shared Contacts page.





2. Click on Create A New List.


3. Scroll down to Survey Questions. Select 2015 Volunteer: Field Master.

4. In the responses section, select: Active and Orientation Complete.

Active and Orientation Complete

5. Click on Include Most Recent Response Only.

Most recent response only

6. Select your committee from the committee drop-down.


7. Check the box for Most Recent Response Only.

Most recent response only

8. Go to the Suppressions section.
9. Click on Remove all Suppressions. In the drop down box, select ‘Exclude all Deceased’












10. Click Run Search.

Run Search 6



11. You will now have a full list of all your active volunteers.

*You can either make calls through the Virtual Phone Bank (click here to learn how to create a virtual phone bank list), or call individually if you have a small list in order to onboard them.