Vicinity CRM
Powerful Place-Management System with tools to understand and manage your stakeholders.
Using The In-Line Edit Tool
Housekeeping - Checking for gaps in your data
How to track updates and changes in your system with 'Audit'
Selecting views using Layouts and Columns
Using The Quick Create Button
Using Advanced Directory Filters
Using The Directory Records
Creating a New Person
Creating a New BID Member Business
Making a Person Inactive
Creating Sectors
Creating Areas
Defining Business Trading Status
Tracking Business Risk
Record Viewer
History Tab
Inactive Records: The Basics
Moderating items 'For Review' as Admin
Creating a Non-Levy Paying Business
Finding Inactive Primarys and Voters
Managing an occupancy change
Businesses - Voting Members vs. Levy Payers
Explaining Reach and Unique
Managing Activity Subtypes
Getting the most out of Activities
Merging Activity Subtypes
Adding an Activity to all timelines
Duplicating Activities
Creating New Activities - An Activity Form Checklist
Filtering records with Activities and People
Working with Timelines
Moderating And Reviewing Activity Changes
Hiding Activities from the Timeline
Photo upload: compress images when uploading them to your Activities
View the Latest Interaction Date
Third-party reporting notifications
Recording Training Activities
ROI - Using Cost and Value
