(Beginner) Membership Management

Hosted by Robin N. | Co-host: Michael C.

This webinar covers how to manage your members on the Club version. Topics include:

• Review of membership types and statuses

• Managing non-member contacts and prospects

• Adding, transferring and terminating members

• Updating club information

• Managing committees and sub-committees

• Managing public and private documents

• Overview of reports and member data download

• Brief introduction to RI integration and 2-way true sync

Length: 40 minutes