How To Properly Use Group Leads Without Losing Data, Send Welcome Messages & Tag Members In Welcome Post

To avoid data from getting lost from your approvals, please follow these steps:

  1. Make sure your Windows or Mac chrome browser is in full width.
  2. Load the request page and make sure you see the red button.
  3. Filter the members based on your own criteria (if needed)
  4. Approve one person into the group, check the spreadsheet/CRM and ensure data is added respectively
  5. Scroll to the last person on the page and then scroll back up before you hit the custom approve all button if you want to approve all.
Please, refer to the video below to see how the welcome messages & tagging work as expected.

I hope this helps.

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