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Overview
This module will cover some basic how-to’s and FAQ’s for the Clubessential CRM. Use Case(s) This is a valuable module to read through if you are new to the Clubessential CRM, or to CRM’s in general, or if you are an experienced user just looking for a refresher. |
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Table of Contents
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Sometimes you may find the need to merge two CRM records together. This usually is the case when a record is manually created for a prospect, and then they later fill out an inquiry form which creates a second record for them. You may also merge converted prospect records into their Member record that syncs from the member website. Thankfully, the CRM offers the capability to easily merge two records into one, preserving any necessary data from both records. Here’s how it works:
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Downloadable Guide
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