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Showing articles from flowchart tag

Membership Renewal Overview

Let's say you want to renew your membership application, but you accidentally re-applied for your membership instead of renewing it. How do you fix your membership in GrowthZone? We are going to look at some different use case examples of how to make sure your contacts renew their membership applications correctly an…

Billing Responsible Party - Real Estate Edition

Brokers may wish to track charges for agent MLS and/or lockbox fees. With Billing Responsible Party invoices for agents can be assigned to the broker or office manager so that they are responsible for the invoice rather than the agent. For a Flowchart walk through that demonstrates setting up your Billing Responsible…

Billing Responsible Party (Non Realtor)

An Organization may wish to pay for all of the membership invoices for their staff. In this scenario you will be able to make the Organization the entity responsible for staff's membership invoices. For a Flowchart walk through that demonstrates setting up your Billing Responsible Party, please view the BRP Flowchar…

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