CRM and Member Profiles
Articles
- How do I create a new CRM board?
- How do I handle duplicate members?
- How can my clients use the member portal?
- How do I create a new custom field?
- How do I move leads across CRM boards?
- How do I add a credit package for a student?
- How do I set up a student with different online/in-person rates?
- How do I add a member to a family?
- How do I set a different time zone for staff and clients?