Answer and sort what comes in

Find what needs you

1. Open Incoming in the left menu. It opens on the Open tab, oldest first.
2. Pick a region from the dropdown at the top, or leave it on All regions. To find one person, type in Search a name, school or town.
3. Use the Show chips to narrow the list: Coach applications, Start a Team, Messages or Principal acknowledgements. Everything shows them all.
4. Click a row to open it and read the whole thing.

Answer the person

1. In the open row, click Email (the button shows their first name).
2. If you want, pick a template under Start from a template. Check the subject and the message.
3. Click Send email. A coach email goes from your own @letmerun.org address, replies come back to you, and you get a copy.
4. To leave a note instead, type it under Notes on the right and click Add.

Close it out

• Coach application: click Assign to a team (see the How-To on approving a coach). If they never filled in the coach form, the button reads Invite them to apply instead.
• Start a Team: once you have reached out, click Mark contacted & close.
• Message: once you have replied, click Mark replied & close.
• Principal acknowledgement: click Link to a site, search for the school, then click Link & move to Handled. School not there? Use Not in the list? Ask Pinwheel in the same panel.
• Each of these moves the row to the Handled tab.

Park it or bring it back

1. Click Move to Not Now at the bottom of the row. Nothing is deleted.
2. To bring it back, open the Not Now tab, open the row and click Move back to Open.
3. A request, message or acknowledgement already on Handled has a Reopen button.

Good to know

Anything waiting more than 60 days gets an amber line across the open row. Emails and notes you add here also show on the person’s People profile.

Related How-To’s

• Approve a coach and put them on a team
• Remove a coach from a team
• Work a site application