CM/MZ Reps Table of Contents
Groups
Group Participation
- Add Reps from Other Groups
- Allow Members to Join Group
- Create a Group or Mailing List
- Create List of Groups Reps Belong To
- Group Types
- Disable a Rep Within a Group
- Manage Group Roster
- Manage Rep Group Participation
Rep Communication
- Prospects and Communication by Rep: Detail
- Prospects and Communication by Rep; Summary
- Send Email to Rep(s)
- Send Mass Email Invitation to Create Login Account
- Send Rep Invitation to Create Their Own Credentials
Rep Management
- Add Reps to Employee/Rep List in MIC and Send Invitation
- Add Rep to Member via StaffApp
- Check For Duplicate Members/Reps
- Configure Rep Display Information
- Disable a Rep Within a Group
- Generate Report on Assigned Rep Permission Sets
- Join Logins (One Login for Rep managing multiple members)
- Manage Member Reps
- Manage Rep Group Participation
- Manage Rep Login Permissions
- Manage Reps with the StaffApp
- Member Information Center (MIC) Rep Permission Sets
- Merge Reps
- Modify Contact Information for a Rep
- Move a Rep to a Different Business
- Print Label for a Rep
- Representative Permissions Report
- View Representatives in the MemberPlus App
Merge Reps
Rep Logins
- Allow Reps to Create MIC Login via Login Screen
- Join Logins (One Login for Rep managing multiple members)
- Generate Report on Assigned Rep Permission Sets
- Manage Rep Login Credentials
- Reps Without Logins
- Send Mass Email Invitation to Create Login Account
- Send Rep Email to Reset Password
- Send Rep Invitation to Create Their Own Credentials
- Sign In to MIC as a Rep
Permission Sets
- Create Custom Rep Permission Sets
- Generate Report on Assigned Rep Permission Sets
- Manage Rep Login Permissions
- Member Information Center (MIC) Rep Permission Sets
- Representative Permissions Report
