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How to approve Membership Verification

This article will explain how to approve membership verification

1. In the back office, click CRM on the left hand navigation bar

image-png-Apr-01-2022-03-47-26-28-PM

2. The Customer Relationship Management section will now open. Now click Membership Verification.

CRM - Membership Verification

3. Unapproved Memberships will be listed where they can be approved or declined in the action section shown below

CRM - Membership Verification - Approve - Action

4.Select the Green Tick to Approve the Membership

CRM - Membership Verification - Approve

5. Click the Red Cross the Decline the Membership, a reason will need to be given

CRM - Membership Verification - Decline

6. Click the Blue Eye to Preview Customer Info

CRM - Membership Verification - Preview