People (CRM)

Using the Batch Tools in the CRM

Understanding the Batch Tool functions.

From the left-side menu bar, click 'People (CRM)' and then 'View Everyone'.

 

From there, above the list of your members, you'll see the 'Batch Tools' button. Click that.

 

It will bring up a page that will allow you to assign people as an instructor, assign first-time memberships to your members with a payment method on file, tag, and import & export clients in a batch manner.

 


Category > Section:Business Management >People (CRM)