Administering Workflows, Forms, and Approvals

This guide covers the operational tools: forms, approvals, documents, and revenue visibility.

Building forms

Create membership applications, event forms, and committee sign-ups whose responses flow straight into the CRM.

Routing approvals

Send applications and sponsorships to the right person for sign-off, with an auditable trail of who approved what and when.

Managing documents

Attach contracts and agreements to the member or event they belong to so they are easy to find.

Tracking revenue

Use the revenue dashboard to see dues collected, outstanding balances, and projected revenue.