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Membership Management
What Information Goes Where
Membership Management
What Information Goes Where
Membership Opportunity Anatomy
How are Membership Summaries Created and Updated?
How are Additional Members Linked?
How is Membership Information Displayed on Contacts?
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Topics
Membership Functionality Overview
4
Understanding Memberships (Start Here)
Sequence of Creating Memberships and Membership Summaries
How Membership Information is linked together in Salesforce
Creating Reports and Dashboards on Membership Summaries
What Information Goes Where
4
Membership Opportunity Anatomy
How are Membership Summaries Created and Updated?
How are Additional Members Linked?
How is Membership Information Displayed on Contacts?
Old Membership Information
1
Membership Data Migrated from Common Ground
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