Best way to track activity of members

0 votes
41 views
asked Feb 5 in How To by gittelgluck
We have several solicitors that collect donations and membership fees thru different ways.

What is the best way to track what happened to this member. Which solicitor approached him, how he approached him, what the member answered.

When the member donates we should see it there and if he asks for a call back the system should automatically add a reminder.

1 Answer

answered Feb 10 by Admin
Use the notes and To-Do reminder feature.

Let's Welcome our New Members

  • yeshiva letzirim of yeshiva letzirim inc. - Nov 12, 2019

  • acposner of Yeshiva Shaarei Torah - Nov 05, 2019

  • Mrs twersky of Derech Yisroel - Nov 04, 2019

  • y gluck of Yeshous Moshe Viznitz Williamsburg - Oct 31, 2019

  • hnaparstek of Gan Yisroel - Oct 31, 2019

  • nadler of Joan Dachs Bais Yaakov Yeshivas Tiferes Tzvi - Oct 31, 2019

  • zs410 of Krula - Oct 31, 2019

...