How to | Understand and Use Yellow Flags
Yellow Flags in the GB Members CRM are visual indicators that help staff quickly identify recent activities initiated by members or leads. These alerts are useful for follow-up and maintaining effective communication within your school.
Contents
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What Triggers a Yellow Flag
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Where to Find the Yellow Flag
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How to Manually Add or Remove a Yellow Flag
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Viewing Yellow-Flagged Members
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Tips and Best Practices
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FAQs
1. What Triggers a Yellow Flag
Yellow Flags appear automatically when one of the following actions is performed by a Lead or Member:
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An email is received from the user
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An SMS is received from the user
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A form is submitted (e.g., a waiver is completed)
These flags serve as a visual alert for staff, signaling that an interaction may need follow-up.
2. Where to Find the Yellow Flag
On the Member Profile Page, you will find the Yellow Flag icon located in the upper right corner, next to the Edit, Send Email, and Send SMS buttons. When you hover over the flag icon, you’ll see the tooltip “Attention Required.”
3. How to Manually Add or Remove a Yellow Flag
You can manually add or remove a yellow flag:
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Open the Member Profile Page
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Navigate to the top-right corner of the screen
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Click the Yellow Flag icon to toggle the flag on or off
This feature allows you to manage follow-ups or mark profiles for internal review at your discretion.
4. Viewing Yellow-Flagged Members
To view all members flagged with a yellow indicator:
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Go to the left-hand dashboard panel
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Click the Yellow Flag icon
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A list of all members marked with “Attention Required” will appear.
This lets staff quickly follow up with recently active or high-priority leads and members.
5. Tips and Best Practices
✅ Use Yellow Flags to identify members who recently contacted the school
✅ Combine flags with internal notes for better context
✅ Check the dashboard view regularly for flagged members
Conclusion
Yellow Flags in the GB Members CRM are a simple yet powerful tool to help staff stay on top of recent interactions and ensure no lead or member communication goes unnoticed. Whether triggered automatically or set manually, they provide immediate visual cues that streamline follow-up and member engagement. By regularly checking the Yellow Flag dashboard and integrating this feature into your daily workflows, your school can maintain high responsiveness and operational excellence.
FAQs
Q: Can I manually remove a Yellow Flag?
A: Yes, Yellow Flags can be manually removed by simply clicking on the yellow flag icon on the member's profile. This clears the flag even if the user takes no action.
Q: Are Yellow Flags included in CRM Reports?
A: While Yellow Flags are not part of exportable reports, they are easily tracked through the dashboard by clicking the yellow flag icon, which shows a list of all flagged members.
Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation