RecDesk CRM+ is a tool that enables RecDesk Director Users to Communicate with other RecDesk Director Users by adding notes, @mentions, uploading documents, and adding tasks to various different entities on RecDesk.
Where RecDesk CRM+ Can Be Found (Entities)
- Program Detail
- Membership Detail
- Membership Members (Enrollments)
- Facility Detail
- League Detail
- Team Detail
- Add Notes to individual entities. See How do I Add a CRM+ Note
- @mention RecDesk Users draw their attention to a certain entity. They will receive a notification by email with a link to the entity.
- Upload Documents to individual entities to add more information to that entity. See How do I Upload a CRM+ Document?
- Add Tasks to individual entities to assign them to specific users. See How do I Add a CRM+ Task?