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Member Management - CM/MZ
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Rep Management
Rep Management
Articles
Add Rep Bio Information via Back Office
Add Representative Photo from the Back Office
CM/MZ Reps Table of Contents
Configure Rep Display Information
Create Custom Rep Permission Sets
Generate Report on Assigned Rep Permission Sets
Inactivate a Rep with a Member
Manage Member Reps
Manage Rep Login Credentials
Manage Rep Login Permissions
Member Information Center (MIC) Rep Permission Sets
Merge Reps
Move a Rep to a Different Business
Print Label for a Rep
Rep Custom Fields
Reps Without Logins
Send Email to Rep(s)
View Rep's History
Where is a Rep's Personal Bio Displayed?