Chapter 2: Contact Entry
The videos below will teach you how to add, edit and remove contacts properly from RainMaker.
Associates Video:
Prospect Entry
Training Information
Video: Enter Prospects
Video Time: 02:21
In this video we will guide you on how to manually enter in your prospects.
Associates Video:
Trial Member Entry
Training Information
Video: Enter Trial Memberships
Video Time: 02:46
In this video we will guide you on how to manually upgrade a prospect into trial membership.
Associates Video:
Member Entry
Training Information
Video: Member Entry
Video Time: 02:21
In this video we will guide you on how to manually enter in your members into RainMaker and select the financial program to charge them with.
Associates Video:
Entering Renewals
Training Information
Video: Enter Renewals
Video Time: 02:46
In this video we will guide you on how to manually enter in your renewals terms for your members.
Associates Video:
Former Members
Training Information
Video: Former Members
Video Time: 02:37
In this video we will guide you on how to properly mark your contacts as former members when they quit.