Customer Relationship Management (CRM)

Accessing Your Customer Relationship Management (CRM) Instance

Manage customers, update registrants, and communicate with users through the new Customer Relationship Management (CRM) tool. This article details how to access your CRM instance and gain all the benefits it offers, including Event Registration ...

(CRM) How to Send and Manage Emails

(CRM) Configure Staff Emails

(CRM) Configure Event Details

(CRM) Registering Attendees for an Event

(CRM) Trial Terms and Guidelines

(CRM) Manage CRM Pools and Records

(CRM) Export Attendee Lists

(CRM) Check-in Event Attendees

(CRM) Assign Staff to an Event

(CRM) Build and Schedule Event Emails for Attendees

(CRM) Create and Update Event Registration Forms

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