People Management

1. Click CRM on the left hand side. 2. Click on 'People' 3. Click on the pencil icon, which will appear when you hover at the right end of the contact details. You can then edit the persons details...

If you need to manually add a person, you can do so by following the steps below: 1. Click 'CRM' 2. Click 'People' 3. Click 'Add Person' - yellow button in the top right hand corner 4. Fill in th...

Member status is a very important field within the platform as changing this will add people to varying segments which in turn will trigger various drip campaigns. The values all relate to the stat...