CRM Instructions Updating My Member Records Viewing Your Member Record Depending on your access levels, there are various items that can be viewed under your Member Record: Contacts Listings Web Listing Images, Videos, and Coupons – Amenities Benefits Summary Contacts: 1. To update your contact records, edit the current contact by clicking (pencil icon) to the left of the “Edit” contact. 2. To add a new Contact, click the Contact” button. “New Please note: If a staff member leaves and a new one arrives, please make the old contact inactive and create a new contact record for the new person. You can do this by changing the Type” to Inactive. “Contact Listings: In order to update your listing, click the icon to the left of the appropriate listing. “Edit” Change your description. Your changes will go into a pending status until a representative from VISIT DENVER approves them. You cannot alter a listing that is pending approval. Editing a Listing:
CRM Instructions Updating My Member Records Viewing Your Member Record Depending on your access levels, there are various items that can be viewed under your Member Record: Contacts Listings Web – Listing Images, Videos, and Coupons Amenities Benefits Summary Contacts: 1. To update your contact records, edit the current contact by clicking “Edit” (pencil icon) to the left of the contact. 2. To add a new Contact, click the “New Contact” button. Please note: If a staff member leaves and a new one arrives, please make the old contact inactive and create a new contact record for the new person. You can do this by changing the “Contact Type” to Inactive. Listings: In order to update your listing, click the “Edit” icon to the left of the appropriate listing. Change your description. Your changes will go into a pending status until a representative from VISIT DENVER approves them. You cannot alter a listing that is pending approval. Editing a Listing:
Denver_Partner_CRM_Instructions_My_Member_Record_67df9fa5-9ca5-45f9-8c87-97368f00b866.docx