Evaluate sites

Advance sites through the Evaluate bucket states (Nominated, Short list, On hold, and Do not invite) as appropriate. You can also optionally enter a Site note to explain your actions.

1. In any Evaluate bucket state (Nominated, Short list, On hold, or Do not invite).
2. Check the box next to one or more sites in the grid.
3. Optionally add a Site note or reason that explains your actions regarding a site(s): click the notes icon to open the Site details drawer, and:
   Optionally update the Occurred data and time.
   Optionally select an account-level Note label.
   Enter the note text in the New note text field.
   Click Close.
4. Adjust the Add to... action button above the grid to "Add to Nominated," "Add to short list," "Add to on hold," or "Add to do not invite" as applicable to the bucket state you're in.
5. Click the action button.