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Viewing Overdue, Recent & Upcoming Connections

How to view and manage all of your connection reminders inside Lebra.

K
Written by Kevin Sun

The Connect page shows a complete list of employees you need to reach out to. It groups connections into sections so you always know where to focus next.

Steps

  1. Open the Connect page from the sidebar.

  2. Scroll through the list to see employees grouped into:

    • Overdue

    • Needs contact

    • Upcoming - [current month]

    • [next month]

  3. Click any employee to open their page and choose how you want to connect.

  4. If enabled for your organization or account, use Email all to message an entire section at once. You can also use the global Email selected (n) option to email the people you have selected.

  5. After connecting, log an interaction or send an email to reset the reminder for that employee.

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