Contact Requests are a way individuals or organization can request information from your association on a variety of topics that have been set up. Once a Contact Request it is received it is assigned to a staff person who will reach out to the individual (or organization) and provide the requested information.
Contact requests are part of the CRM module under the Contact Request group item.
To view the Contact Request actions, complete the following steps:
- Hover over the Modules tab in the top navigation bar. In the fly out menu, click CRM.
- Expand the Contact Request group item to see the list of available actions.
The available actions are:
Contact Requests can be added from the Department Profile page. They can also be added from the Individual and Organization Profile pages.