• GrowthZone Staff App Overview
• GrowthZone Staff App Compatibility Requirements
• Staff App Navigation
• Using the Staff App for Contact Management
  • View Contacts with the GrowthZone Staff App
    • View Individuals related to an Organization
    • View Organizations related to Individuals
  • Update Existing Contact Information with the GrowthZone Staff App
  • Add Additional Contact Information to an Existing Contact using the Staff App
  • Call a Contact using the Staff App
  • Email a Contact using the Staff App
  • Add Contacts with the GrowthZone Staff App
    • Add Contact Manually
    • Add a Contact by Scanning a Business Card
    • Add a Contact by Importing a Business Card Image
    • Add a Contact by Importing from Phone Contacts
  • View/Manage a Contact's Membership using the Staff App
    • Drop a Membership using the Staff App
    • Delete a Membership using the Staff App
    • View a Contact's Membership Recurring Fees Schedule using the Staff App
    • Add a Membership to a Contact using the Staff App
  • View/Manage a Contact's Balance using the Staff App
    • View a Contact's Billing Balance/Open Invoices using the Staff App
    • Pay a Contact's Open Invoice(s) using the Staff App
  • Manage an Individual Contact's Info Hub Access using the Staff App
    • Assign Info Hub Access and Send Login instructions using the Staff App
    • Change a User's Access Level using the Staff App
    • Send User Log-in Instruction Email using the Staff App
    • Manually Reset a User Log-in using the Staff App
• Managing Communications using the Staff App
  • View Communications using the Staff App
  • Log Notes using the Staff App
  • Email a Contact using the Staff App
• Managing Events with the GrowthZone App
  • Add an Event using the Staff App
  • Viewing Events in the Staff App
  • Add Registrations to an Event using the Staff App
  • Checking in Event Attendees with the GrowthZone Staff App
    • Manually Checking in an Event Attendee with the GrowthZone Staff App
    • Scanning QR Codes for Event Check-in
  • Accepting Payment for Event Registrations with the GrowthZone App
    • Using Mobile Readers with the Staff App
• Review and Manage Tasks using the Staff App
  • View Tasks using the Staff App
  • Mark Tasks Completed using the Staff App
• Managing Lists/Committees using the Staff App
  • View List/Committee Roster using the Staff App
  • Remove Contact from List/Committee Roster using the Staff App
  • Add a Contact to a List/Committee using the Staff App

Staff App Video Tutorials