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, 2020 1:00 PM
ATSU Learning Lab Thu, Mar 26, 2020 1:00 PM
ATSU Learning Lab Tue, Mar 31, 2020 10:00 AM
ATSU Learning Lab Tue, Apr 14, 2020 10:00 AM
ATSU Learning Lab Thu, Apr 23, 2020 1:30 PM
ATSU Learning Lab Tue, May 5, 2020 10:00 AM
ATSU Learning Lab Tue, May 19, 2020 1:30 PM
ATSU Learning Lab Thu, Jun 11, 2020 1:30 PM
ATSU Learning Lab Thu, Jul 2, 2020 1:30 PM
ATSU Learning Lab Thu, Aug 27, 2020 10:00 AM
ATSU Learning Lab Thu, Sep 10, 2020 2:00 PM
ATSU Learning Lab Thu, Nov 19, 2020 10:00 AM
ATSU Learning Lab Tue, Mar 2 10:00 AM
ATSU Learning Lab Thu, Apr 8 10:00 AM - 11:15 AM
ATSU Learning Lab Thu, May 13 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 donations.

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 a digital gift certificate program.
  • Building donation programs.
  • Building events.

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