
Chapter 2: Contact Entry
The videos below will teach you how to add, edit and remove contacts properly from RainMaker.
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Associates Video:
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video: Enter Prospects
Video Time: 02:21
In this video we will guide you on how to manually enter in your prospects.[/text_block][/op_liveeditor_element]
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Associates Video:
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]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.[/text_block][/op_liveeditor_element]
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Associates Video:
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]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.[/text_block][/op_liveeditor_element]
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Associates Video:
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]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.[/text_block][/op_liveeditor_element]
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Associates Video:
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Former Members
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]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.[/text_block][/op_liveeditor_element]
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