GrowthZone - Membership Management SoftwareChamber Software - Membership Management Software

1pm - v10 GrowthZone - Managing Contacts - The Basics

Wednesday, May 31, 2017 (1:00 PM - 2:30 PM)
Event Details

Acquiring and managing contacts is made easy with GrowthZone.  In this session, participants will learn the basics of setting up and managing their contacts.

Pre-requisite: v10 GrowthZone Solution Overview, v10 Getting Started with GrowthZone – the Basics

Agenda:

Getting Started:

  • Custom Fields
  • Lists & Committees
  • Contact Categories

Contact management module

  • Adding new contacts
  • Managing status, account number, tags
  • Updating information
  • Add/Update/Delete Contact

InfoHub access 

Contact Reports

Additional Information
Event Contact:
Cheri Petterson
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