855-ADD-Members
    855-233-6362

    Here is how to Activate your Member Rep Assignment and Management System

    Richard Scully • Jun 21, 1018
    First Step is to submit a support ticket or use CHAT to tell us that you would like the MEMBER REP system activated for your organization.

    Second Step is to go into your MMS configuration area and select CRM Configuration. Under General click the Grant CRM Access to Member Reps.

    Third Step is to open each member record that is going to become a Member Rep and make them a Member Rep.

    Fourth Step is to have the Member Rep log in to the system and click on new link they will see in their members area called CRM MEMBER REP. Now they can record their member connections within the Member Tracker system. 

    Now you will have a full accounting of all member touches and are able to monitor and be sure that your Member Reps are indeed communicating with members. As always let us know if you need our assistance. 
    By Richard Scully 07 May, 2024
    Check Out the New Chamber Nation Website to Discover More
    By Richard Scully 22 Apr, 2024
    WE HAVE A BRAND NEW MEMBERSHIP SUPPORT SITE
    By Richard Scully 18 Apr, 2024
    we've updated another report - renewed memebers report
    By Richard Scully 16 Apr, 2024
    member webinar This THURSDAY april 18, 2024 - share following link with members
    By Richard Scully 29 Mar, 2024
    CHAMBER NATION WEBSITES USING Duda Leads in Site Performance with Google’s Newest CWV Metric (INP)
    By Richard Scully 16 Mar, 2024
    MEETING WAS RECORDED - THURSDAY 3/28/24 WEBINAR WITH OUR CEO RICHARD SCULLY @ 1PM CDT
    By Richard Scully 15 Mar, 2024
    CONSIDER AdvertisING Our Upcoming Member Webinars on Community Publishing Launching in April 2024.
    By Richard Scully 14 Mar, 2024
    The Average Cost Per Click is on the Rise
    By Richard Scully 14 Mar, 2024
    how to add a iCal calendar subscription link to your website
    By Richard Scully 13 Mar, 2024
    easily access a qr code report for your member mobile applications
    More Posts
    Share by: