How can we help you?
Getting StartedMembership & Package
Member ManagementCustomer ManagementFrontdesk & POS
Facility Management
Service Management
Timeshare & VacationFitness & WellnessCommunity & AssociationWorkorder Management
Tour Package ManagementProduct & Inventory
Marketing & CRM
Bill PaymentPurchase
SalesDocuments GalleryAutomationData Analytics & BIIntegrationFinance reportsCalendar
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.
then you can see the member’s information.
Step-3. Select the Activity Log tab then click to set up Disposition And Prospect Activity Log.
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.