• Followup Tool Dashboard of new supporters, providing an efficient method for sending a follow-up email and/or phone call to welcome and thank them for their support. This Tool is accessed from the CitizenBuilder Dashboard using the Tools / Followup menu on the left, and displays in list form all new supporters who have either an email address or phone number. Clicking on their name will open a detail page where action can be taken. After completing the followup, the supporter will no longer be included in the New Followups display, but instead will appear in the Archive display, representing those supporters who you have welcomed. For an introductory training video (9 min), click **here**.

• District Dashboard Dashboard of all supporters with an email address or phone number, providing an efficient method for District Captains in particular to manage their supporters, including sending individual emails or logging contact notes. This Tool is accessed from the CitizenBuilder Dashboard using the Tools / District Dashboard menu on the left. For an introductory training video (8 min), click **here**.

• Leadership Management Tool (LMT) Dashboard of all applicants for leadership positions, and all assigned leaders. Used to manage the process of vetting and on-boarding new leaders, and to remove assigned leaders. This tool is generally only available to State-level leaders and Regional Captains. For an introductory training video (7 min), click **here**.

• Legislative Management System (LMS) Allows District Captains to review/update the current COS position of the legislators in their district. State leaders have a more complete view, which includes all legislators and details of committee hearings, legislation and votes. This tool is primarily designed for the Legislative Liaison.

• COS Email Login State-level leaders and Regional Captains have been provided a full First.Last@cosaction.com email account. All other leaders generally have forward-only accounts, so no login is needed.

Back to top

• Register for Weekly National COS DC Volunteer Leadership Training Webinar A weekly webinar hosted by COS National (Tuesday 8-9 pm Central) that is intended for new leaders and leader applicants. To attend, you must register for this GoToMeeting webinar in order to receive a link to join the meeting. All leaders are welcome, but it is principally intended as an introduction for new leaders, so there is some level of redundancy from week-to-week.

• COS University Self-paced online training classes covering various topics pertaining to the COS grassroots organization. Once registered on the site, you enroll in the desired class and proceed through the training at your own pace. The first major class to be offered is DC100 - Convention of States District Captain Basic Training.

Training videos prepared by COS National staff, covering a variety of topics helpful to understanding and using CitizenBuilder.

Followup Tool (9 min)
District Dashboard (8 min)
Leadership Management Tool (LMT)(11 min)
Content: Blog Posts (11 min)
Content: Pages (4.5 min)
Content: Notifications (3.5 min)
Content: Files (6 min)
Content: Videos (6 min)
Content: Surveys (6 min)
Content: Polls (4.5 min)

Following is a training video for using the Legislative Management System (LMS) for state leaders:

LMS State Leader Training Video (16.5 min)

LMS District Captain Training Video (16.5 min)

Following are the Latest COS leadership position manuals:

State Director
Regional Captain
District Captain
Legislative Liaison
State Grassroots Coordinator
State Coalitions Director
State Veterans Coalitions Director
State Events Coordinator
State Information Analyst
State Communications Coordinator
State Videographer
Media Liaison
Social Media Warrior
Content Writer
Follow Up Team