Advanced Web Portal: Using Web Portal Sales and Management Tools

Hosted by Hope Biber, Director, Client Success
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Showings

ATSU Learning Lab Tue, Mar 24 1:00 PM
ATSU Learning Lab Thu, Mar 26 1:00 PM
ATSU Learning Lab Tue, Mar 31 10:00 AM
ATSU Learning Lab Tue, Apr 14 10:00 AM
ATSU Learning Lab Thu, Apr 23 1:30 PM
ATSU Learning Lab Tue, May 5 10:00 AM
ATSU Learning Lab Tue, May 19 1:30 PM
ATSU Learning Lab Thu, Jun 11 1:30 PM
ATSU Learning Lab Thu, Jul 2 1:30 PM
ATSU Learning Lab Thu, Aug 27 10:00 AM
ATSU Learning Lab Thu, Sep 10 2:00 PM
ATSU Learning Lab Thu, Nov 19 10:00 AM
ATSU Learning Lab Tue, Mar 2, 2021 10:00 AM
Class Information
Class Type:Webinar
Recomended For::All Agile Clients
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Description

Turn your browser into a powerful tool for managing Agile sales and admin functions with Web Portal. Participants in this session will receive detailed explanations of the following three topics: 

Sales:

  • Logging in and cashing in.
  • Selling Tickets, new memberships, membership renewals and gift certificates. 
  • Taking a Donation

Customer and Order Maintenance:

  • Adding a new customer record
  • Searching for an existing customer or member.
  • Searching for and editing existing orders

Administrative Tools:

  •  Managing member benefits.
  • Using touch points.
  • Building digital gift certificate program.
  • Building donations.
  • Building events.


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