內容簡介
Chamber Dashboard CRM 是 Chamber Dashboard 外掛和主題集合中的一部分。您可以創建人員記錄，並將其與指定角色的成員/企業相關聯。此外掛的設計目的是滿足商會和會員組織的需求。
使用 Chamber Dashboard CRM，您可以：
創建您組織中的人員數據庫
如果您安裝有 Chamber Dashboard Business Directory ，則可以將人員與企業相關聯，並跟踪他們在企業中的角色
記錄人員的活動，例如會議出席，事件參加，對話，捐款等
在商務目錄中顯示與每個企業/成員相關聯的人員
顯示屬於特定類別的人員
與 Member Updater 外掛集成，讓成員更新其列表
創建董事會/員工成員頁面
您可以在 chamberdashboard.com 了解更多信息。
有關如何使用此外掛的完整說明，請前往 Chamber Dashboard 說明文件。
外掛標籤
開發者團隊
📦 歷史版本下載
原文外掛簡介
Chamber Dashboard CRM is a part of the Chamber Dashboard collection of plugins and themes. You can create people records and associate them with members/businesses with a designated role. It is designed to meet the needs of chambers of commerce and membership organizations.
With Chamber Dashboard CRM, you can:
create a database of the people in your organization
if you have the Chamber Dashboard Business Directory installed, you can associate people with businesses and track their role within the business
keep track of people’s activities, such as meeting attendance, event attendance, conversations, donations, etc.
display the people associated with each business/member in the Business Directory
display the people in a certain category
integrate with the Member Updater plugin to let members update their listings
create board/staff member pages
You can learn more at chamberdashboard.com
For full instructions about how to use the plugin, go to Chamber Dashboard Documentation
