Introduction and Overview (00:02 – 00:18)
- Summary: Welcome and session introduction. Questions from Elena are acknowledged, with a focus on the CRM module.
CRM Module Introduction (00:27 – 01:12)
- Summary: Brief overview of the CRM module in MatrixMaxx. The module includes leads and tasks management. The session will demonstrate both.
Adding and Managing Tasks (01:12 – 04:25)
- Summary: Demonstration of adding tasks. Tasks can be assigned to individuals or organizations, categorized, and linked to leads. Notification features and task tracking were also shown.
Overview of Leads Management (04:25 – 06:39)
- Summary: Explanation of managing leads within the CRM module. The process of adding new leads, selecting categories, and setting goals was discussed. Customizable fields and lead tracking were highlighted.
Customizing CRM Options (06:39 – 08:28)
- Summary: Users can customize CRM options, such as modules, phases, and probabilities. Admin settings for CRM were explained.
Linking Tasks to Leads (08:28 – 09:10)
- Summary: Demonstration of how tasks can be related to specific leads. The example used was assigning a task related to a sponsorship lead.
Editing and Updating Lead Information (09:10 – 10:43)
- Summary: How to update lead phases, edit notes, and track the progress of leads within the CRM system.
CRM Usage Clarification (10:43 – 12:12)
- Summary: Addressed user questions about CRM applicability, particularly for different roles. CRM is mainly useful for tracking potential members, sponsors, and follow-ups.
CRM Dashboard and Lead Report Issues (12:12 – 14:31)
- Summary: Addressed issues with lead organization on the dashboard and generating lead reports. Solutions and follow-up actions were discussed.
Sending Tickler Emails (14:31 – 15:17)
- Summary: Explanation of sending reminder (tickler) emails for tasks. Setting days before the due date for email notifications was demonstrated.
Printing Badges (15:17 – 24:51)
- Summary: Demonstration of the badge printing feature in MatrixMaxx. Users can customize badge templates, choose fields, and generate PDFs for printing badges.
Event Ticket Printing (24:51 – 25:56)
- Summary: Current limitations regarding event ticket printing in the badge builder. The system does not support double-sided printing or specific ticket formats.
Managing Membership Leads (25:56 – 32:00)
- Summary: Addressed issues related to exporting lead reports and the need for additional fields like comments in reports. Possible enhancements were discussed.
Registration for Meetings and Organizational Reports (32:00 – 37:56)
- Summary: Issues with generating reports for organizations not registered for specific meetings. Troubleshooting steps and follow-up actions were discussed.
Membership Status Updates (37:56 – 39:38)
- Summary: Discussed the requirement of sending a welcome kit for member status to update. Potential system settings that may have changed were addressed.
AWS Notification Issues (39:38 – 42:50)
- Summary: Issues with AWS notifications triggered by welcome emails. Possible solutions and follow-up discussions with MatrixMaxx support were noted.
Next Q&A Session Announcement (42:50 – 44:27)
- Summary: Announcement of the next Q&A session scheduled for July 16, 2024. Instructions for submitting questions in advance were provided.