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  3. People

People

All you need to know about EXPA People CRM and how to make the best of it on your daily job

  • How to assign a member to EXPA?
  • How to access your EPs's information?
  • Get Started with People CRM - Kanban View
  • Get Started with People CRM - List View
  • Get Started with People CRM - Profile Page and EP ID
  • Get Started with People CRM - How to access it
  • [oGX] How to use Tags for EP Management?
  • [oGX] How to use Notes for EP Management?
  • [oGX] How to use Follow Up for EP Management?
  • [oGX] How to check my EP's applications?
  • [oGX] How to find my EP's contact information?
  • How to Edit the Personal Information of an Exchange Participant (EP)
  • Understanding an EP Profile Page
  • Understanding the People CRM
  • [oGX] How do I assign managers to my LC's EPs?
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