CRM System: Contacts

The CRM System is a powerful tool for managing your relationships with members and potential members. It lets you record emails, meetings, and phone calls, building a complete history of your interactions. You can even generate reports for valuable insights.

To record a contact:

1. Go to the CRM System.
2. Search for the member by name.
3. Click "Record New Contact."
4. Fill in the contact details: type of interaction, notes, and date.
5. Save the contact.
6. Alternatively, record contacts from the member's database page under the CRM tab.

Updating Contact Types:

If you need to add a new type of contact, go to CRM Configuration, Contact Types, and click "Click here to edit contact types". Then click "Add New Contact Type."