Skip to end of metadata
Go to start of metadata

CRM Help Home

Hello and welcome to your Webinar Archive!

Miss one of our previously scheduled Live Webinars? No problem. Watch at your convenience by clicking on the below videos.

1/24/2019What is a CRM?
 Not familiar with a CRM? Learn more about our Customer Relationship Management Tool and how it can help your club with prospecting today.
Live Q&A
12/6/2017Live Q&A Webinar
 In this Live Q&A webinar, our product experts answer your questions on all products from Website, Office, Reservations, and more!
Live Q&A

Member Retention Module Preview

Learn about our new feature within the CRM that measures member happiness.
Member Retention Module Preview

Should Auld Acquaintances be Forgot

CRM Dynamic Groups
Should Auld Acquaintances be Forgot

CRM The Most Underutilized Tools

Reporting Overview, Queries, Reports, Filtering, Dashboards, Exporting
CRM and the Most Underutilized Tools

CRM and the Data Warehouse

Overview and Basic Demo
CRM and the Data Warehouse