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Leadership CRM

Estimated reading time: 1 min

The Leadership CRM (customer relationship manager) allows your leadership to log and track interactions with members and visitors. The Leadership CRM is a Congregate Admin feature only and does not appear on your website or members section. Only users with the proper permission can view the Leadership CRM in Congregate Admin.

Creating a CRM Entry

    1. To create a new interaction, click “New” under Congregation Tools > Leadership CRM inside of Congregate Admin.
    2. Select the date of the interaction.
    3. Enter the name of the individual who made contact with the member/visitor in the “Point of Contact” field.
    4. Select the type of person from the “Type” dropdown menu and then select his or her name from the “Member/Visitor” dropdown menu.
    5. Enter the type of interaction with this person– phone call, email, meeting, coffee, lunch, etc. in the “Interaction Type” field.
    6. Add any additional notes and comments about this particular interaction in the “Notes/Comments” field.
    7. Add any additional notes and comments that will appear whenever this member/visitor’s records are displayed in the “Global Notes/Comments” field.
    8. Click “Add” to save your entry. Click “Cancel” to cancel.

Managing CRM Entires

To manage entries, click “Manage” under Congregation Tools > Leadership CRM inside of Congregate Admin. There you will find a list of all your entries, including their dates, types, and people involved. 

To edit an entry, simply click its title or edit icon.

To permanently remove an entry, click its trashcan icon.

To bulk update entries, check the checkboxes next to the applicable entries and select one of the following from the “Checkbox Options” dropdown menu: delete. Then click “Apply.”

Report/Export Entries

You can generate a report customized with filters to meet your criteria. Your report can be viewed on screen and exported to a CSV file.

    1. To generate a report, click “Report/Export” under Congregation Tools > Leadership CRM inside of Congregate Admin.
    2. Select who should be included in the report – members, visitors, both, or an individual – in the “Inclusions” dropdown menu.
    3. Select the point of contact to isolate or select all from the “Point of Contact” dropdown menu.
    4. Select a date range for your report.
    5. Click “Display Report” to view the report on-screen and then choose “Print” or “Export to CSV” to save your data.
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