Chamber Dashboard CRM | Chandrika Guntur

Chamber Dashboard CRM | Chandrika Guntur, Morgan Kay | Chamber of Commerce,contacts,crm,customer relationship management

Description

Chamber Dashboard CRM is a part of the Chamber Dashboard collection of plugins and themes. You can create people records and associate them with members/businesses with a designated role. It is designed to meet the needs of chambers of commerce and membership organizations.

With Chamber Dashboard CRM, you can:

  • create a database of the people in your organization
  • if you have the Chamber Dashboard Business Directory installed, you can associate people with businesses and track their role within the business
  • keep track of people’s activities, such as meeting attendance, event attendance, conversations, donations, etc.
  • display the people associated with each business/member in the Business Directory
  • display the people in a certain category
  • integrate with the Member Updater plugin to let members update their listings
  • create board/staff member pages

You can learn more at chamberdashboard.com

For full instructions about how to use the plugin, go to Chamber Dashboard Documentation

Installation

Using The WordPress Dashboard

  1. Navigate to the ’Add New’ in the plugins dashboard
  2. Search for ’chamber dashboard crm’
  3. Click ’Install Now’
  4. Activate the plugin on the Plugin dashboard

Uploading in WordPress Dashboard

  1. Navigate to the ’Add New’ in the plugins dashboard
  2. Navigate to the ’Upload’ area
  3. Select chamber-dashboard-crm.zip from your computer
  4. Click ’Install Now’
  5. Activate the plugin in the Plugin dashboard

Using FTP

  1. Download chamber-dashboard-crm.zip
  2. Extract the chamber-dashboard-crm directory to your computer
  3. Upload the chamber-dashboard-crm directory to the /wp-content/plugins/ directory
  4. Activate the plugin in the Plugin dashboard

Plugin author

Chandrika Guntur, Morgan Kay

Plugin official website address

https://wordpress.org/plugins/chamber-dashboard-crm/
If you encounter problems in using the Chamber Dashboard CRM plugin, you can comment below, and I will try my best to help you solve the problem

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