Chamber Dashboard CRM
Store contact information about people. Designed to work with the Chamber Dashboard Business Directory so you can associate people with organizations/ …
Puanlar
Son güncellenme
March 30, 2021
Sürüm
1.5.6
Aktif kurulumlar
100
Chamber Dashboard CRM is a part of the Chamber Dashboard collection of plugins and themes. You can create people records and associate them with members/businesses with a designated role. It is designed to meet the needs of chambers of commerce and membership organizations.
With Chamber Dashboard CRM, you can:
- create a database of the people in your organization
- if you have the Chamber Dashboard Business Directory installed, you can associate people with businesses and track their role within the business
- keep track of people’s activities, such as meeting attendance, event attendance, conversations, donations, etc.
- display the people associated with each business/member in the Business Directory
- display the people in a certain category
- integrate with the Member Updater plugin to let members update their listings
- create board/staff member pages
You can learn more at chamberdashboard.com
For full instructions about how to use the plugin, go to Chamber Dashboard Documentation
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