Profiles and Members
Atlas's Customer Relationship Management capability are rooted in the fact that every individual and organization you work with gets their own Profile Record, so you can manage the history and preferences of everyone you work with.
Configuring your Profiles Module
Using your Profiles Module
Managing Profiles in the Browser Version
Best Practices in Profile Management
Configuring and Using Benefits Management Module
Reports for the Profile Module
- Member Engagement Report - Event Participation
- Member Engagement Report - Committee Participation
- Member Engagement Report - Referral Rate Engagement
- Member Engagement Report - Non Dues Revenue Engagement
- Member Engagement Report - Contact Record Engagement
- Report Catalog - Members and Main Profiles See all 33 articles