Manage Client Info & Activity

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Manage Client Info & Activity

In this article, you’ll learn how to manage clients’ information and activity in your Membroz account.

Steps of Managing Client Info & Activity:

Step-1. In the Organization Menu select ‘Customer’.

Step-2. Click on the Customer’s name.

There you can see the member’s information.

Step-3. Select the Activity Log tab then click to set up Disposition And Prospect Activity Log.

client information management software

client activity management tool
Understanding Disposition

Here you can create a gift voucher, welcome kit, gift, and any other voucher or kit which you want to give the client.

Understanding Prospect Activity Log

Here you can easily find which disposition you have created for the when prospect converted to a client.