FOR DGR/DE Staff Lists: For all integrations with billing & management software: All staff edits must be made inside of the billing & management system. Currently our system looks for staff members who are under specific titles/departments associated with the staff member in the billing & management software. Typically, any staff who will be touring [...]
Typically, with most billing and management software integrations, you will need to be in the (appropriate club assignment, if applicable), appropriate department or have an appropriate title to appear in the DGR/DE lists, examples are Sales, Manager, Front Desk, etc. With some billing and management integrations, this is automatic based on what department or [...]
The full question: Will having a login prompt the system to funnel any leads to us, create any tasks, etc. that will therefore be left unattended since we do not work the CRM? Short answer: Yes, you can!* Important answer with explanation: If you are not in the club full time, or you have other [...]
