.png)
CONTENTS - Store
Setup Your Store * Set-up Store Categories * Set-up Shipping Options * Set Store General Settings Manage Store Products * Add Physical/Standard Products to Your Store * Store Customization * Add Event Vouchers to Store * Add Digital Downloads to Store * Adding Image(s) to your Product Manage Store Inventory…
CONTENTS - Lists/Committees
* Working with Lists and Committees List/Committee vs Email List: Which Should I Choose? Add a New Email List Add a New Committee Delete a List Enabling Community Interaction on a List/Committee * Managing Lists and Committees Update List and Committee General Settings Synchronize a List o…
CONTENTS - Info Hub
* Overview * Customize the Info Hub Customize Info Hub Colors Customize Info Hub Home Page Customize Home Page Referral Message Customize Referral Form Message Customize Event Calendar View in the Info Hub Auto Approve Events Submitted via Info Hub Info Hub Terms/Acceptance Set up Info Hub Term…
CONTENTS - Sales Funnel
Sales Funnel Overview Sales Funnel Initial Setup * Setup Sales Funnel Categories * Setup Sales Sources * Setup Sales Stages * Setup Sales Disposition * Setup Timeline Items * Automating Timeline Items Timeline Item Applied To New Opportunities Timeline Item Applied To Signups * Configure Sales Opportun…
CONTENTS- Info Hub Forum
* Info Hub Forum Info Hub Forum Overview Info Hub Forum Structure Info Hub Forum Initial Setup Enable the Info Hub Forum Configure Info Hub Forum Categories Create Info Hub Forums Searching/Filtering the Forum Watching Topics/Forums Watch Forums Watch Topics Set Preferences for Forum N…
CONTENTS - Staff App
* 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 Co…
CONTENTS - Projects & Tasks
Table of Contents * Initial Project Management Setup Setup - Task Types Setup Project Result Types Setup Project Types Setup Project Templates * Create a New Project * Auto Create Projects for New Membership * Monitoring & Updating Projects Watch a Project Update the Status of a Project Edit …
CONTENTS - Marketing Automation
* Marketing Automation Overview * Marketing Automation Pre-requisites * Working with Marketing Automation Workflows Creating a new Workflow Add Steps to Your Workflow Definitions of Workflow Step Types Logic Branch Options Save/Activate/Deactivate Your Workflow * Managing Workflows * Landing Pa…
