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  1. GrowthZone Support Portal
  2. Productivity Modules
  3. Staff App
  4. Using the Staff App for Contact Management

Using the Staff App for Contact Management

  • Delete a Membership using the Staff App
  • View Individuals related to an Organization, with the Staff App
  • Change a User's Access Level using the Staff App
  • Email a Contact using the Staff App
  • View/Manage a Contact's Balance using the Staff App
  • View a Contact's Membership Recurring Fees Schedule using the Staff App
  • Call a Contact using the Staff App
  • View Contacts with the GrowthZone Staff App
  • View Organizations related to Individuals with the Staff App
  • Pay a Contact's Open Invoice(s) using the Staff App
  • Add a Membership to a Contact using the Staff App
  • Add a Contact by Importing from Phone Contacts
  • Drop a Membership using the Staff App
  • Add Additional Contact Information to an Existing Contact using the Staff App
  • Add Contact Manually
  • Manually Reset a User Log-in using the Staff App
  • Send User Log-in Instruction Email using the Staff App
  • Add a Contact by Importing a Business Card Image
  • Update Existing Contact Information with the GrowthZone Staff App
  • Assign Info Hub Access and Send Login instructions using the Staff App
  • Add a Contact by Scanning a Business Card
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