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Membership

• 1. All Activity
  • 1.1. Overview
  • 1.2. Searching for activities
• 2. Content Approvals
  • 2.1. Overview
• 3. Member/Customer Activity
  • 3.1. Overview
  • 3.2. Searching for member/customer activities
• 4. Renewals
  • 4.1. Overview
  • 4.2. Searching for renewals
  • 4.3. Preparing renewals to be invoiced
• 5. Join
  • 5.1. Overview
  • 5.2. Searching for joining members/customers
• 6. Left
  • 6.1. Overview
  • 6.2. Searching for leaving members/customer
• 7. Updating Membership Prices
  • 7.1. Overview
  • 7.2. Employee-based membership
• 8. Prospect Centre
  • 8.1. Overview
  • 8.2. Prospect records
  • 8.3. The prospect status
• 9. Value Statement
  • 9.1. Overview
  • 9.2. Configuring the value statement
  • 9.3. Generating value statements
  • 9.4. Add savings to sale items
  • 9.5. Add savings to export docs
  • 9.6. Add savings to event/training bookings
• 10. Reminders
  • 10.1. Overview
  • 10.2. Creating ad hoc reminders
  • 10.3. Creating a membership reminder schedule
  • 10.4. Creating a prospect reminder schedule
  • 10.5. Viewing reminders against a record

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