Contacts

Members, individuals and organizations in your database, plus lists, committees, chapters and the sales funnel.

Contacts 71 articles

Add Individual Contacts to an Organization/Business Search for a Contact Primary email greyed out on create account link page. View Individual Contacts of an Organization/Business Getting Account Numbers from GrowthZone into your import file Managing Your Contacts See all 71

Lists/Committees 28 articles

Display your Board of Directors List Publicly Smart List FAQ Populate a List/Committee Roster from Membership Activation View Historical Contacts for a List/Committee Set Contact Display Order Create Mailing Labels for Lists/Committees See all 28

Chapters 9 articles

Member Roster Billing Status Change a Members Primary Chapter Managing Member Chapter Affiliation Remove a Member from a Chapter Setting Up Membership Types for Single Chapter Selection on Membership Application Form Add a Member to a Chapter See all 9

Sales Funnel 21 articles

Managing Your Sales Funnel Webinar Timeline Item Applied To Signups Share Sales Proposal with Prospect Sales Proposal Settings Setup Sales Disposition Create a Sales Proposal Template See all 21

Community 8 articles

Community Group Example: Combining two Lists into one Group Community Video Tutorials Sharing a Link to Community Community- Setting up Group Admins CONTENTS- Community GZ Staff Logging into Community via SSO/Active Directory See all 8

Import Contacts 2 articles

Set Contact Business Access Levels Change Individual Access Level (In Bulk)