GrowthZone - Managing Your Contacts & Members

September 24, 2019 10:00 AM - 11:30 AM (CDT)

Description

Acquiring and managing contacts and members is made easy with GrowthZone.  In the session users will learn the basics of setting up and managing their contacts and memberships.

Pre-requisite: GrowthZone Solution Overview, GrowthZone Communications & Lists,  GrowthZone – Setting up your Membership Types  - The Basics

Class Length: 60 minutes

Agenda:

  • Contact Management module
    • Adding new contacts
    • Updating information
    • Add/Update/Delete Contact
  • Managing your Memberships
    • Web Content
    • Upgrading, Downgrading
  • Info Hub Access

Step 1: My Information

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Step 2: Registration Types

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Step 3: Attendees

Please add registration types

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Address


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Step 4: Payment Information