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Filter CRM by key data
Filter CRM by key data

We started to merge our member and CRM experiences into one, as majority of your data is from members.

Updated over a week ago

Within the CRM, at quick glance, you can now see flags of whether or not someone is an active member or was a member, in addition to when they originally joined.

You can even see when they submitted their application.

As well as easy access to see upcoming birthdays and anniversaries.

This data is more prominent in the CRM and on the CRM profile.

You can even include this data in data exports.

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