What is RecDesk CRM+?

Follow

  Overview

RecDesk CRM+ is a tool that enables RecDesk Director Users to Communicate with other RecDesk Director Users by adding notes, @mentions, and uploading documents to various different entities on RecDesk.

CRM_.jpg

Where RecDesk CRM+ Can Be Found (Entities)

  • Program Detail
  • Membership Detail
  • Membership Members (Enrollments)
  • Facility Detail
  • Reservations
  • League Detail
  • Team Detail
  • Invoices
  • Payments

CRM+ Features 

  • Add Notes to individual entities. See
  • @mention RecDesk Users draw their attention to a certain entity. They will receive a notification by email with a link to the entity. See
  • Upload Documents to individual entities to add more information to that entity. See
0 out of 0 found this helpful