CRM- Interactions
These are the people inside your organization who are AssociationSphere users.
Tue, 23 Mar, 2021 at 11:28 AM
The My Follow Ups tab shows all of your open interactions across all constituents and companies. This allows you to see upcoming tasks such as follow-up p...
Tue, 23 Mar, 2021 at 11:29 AM
Once you are logged into AssociationSphere and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the t...
Tue, 23 Mar, 2021 at 11:30 AM
Go to Workspace>CRM>Interactions. Select New Interaction. Enter the Constituent and Interaction details. For the Follow up: the Date/Time must b...
Tue, 23 Mar, 2021 at 11:31 AM
On the main Interaction Grid if you need to make an update to multiple interaction records you can do so through the Batch Update Records Action. The first ...
Mon, 9 Jan, 2023 at 5:51 PM