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Starting a new Blitz

Blitz mode allows you to cycle through profiles pages of individuals in a list. For example, you might want to call all of your members that are on a certain plan. You could certainly run this report from the Reporting page and call off that list but chances are you will want to visit their profile page and add some notes or look at some other data too. To prevent having to go back and forth between the Reporting page and the profile page you can generate a Blitz and cycle through the profile pages one by one.

  1. From the Reporting page run a report using the Report Builder of your desired filters.

  2. Once you have your results, click the purple "Actions" button and click "Blitz Mode"

  3. If you have some Blitz's already in progress, you can pick up where you left off or click "Start new Blitz with report results".

  4. Once you start the Blitz you will begin on the first individual in your report list.

  5. To go to the next individual, use the navigation section at the top of the profile page.