People and CRM
People and CRM
Manage people, prospects, members, notes, tasks, and follow-ups.
What this section covers
Manage people, prospects, members, notes, tasks, and follow-ups.
Pages in this section
SKU Inventory
SKU Inventory is for physical stock operations: opening quantity, stock on hand, stock movement, scanner/barcode lookup, low-stock thresholds, retail checkout support, and returns.
Active Clients
Active Clients is the member-focused People view. Use it to serve current paying members, confirm access, review subscriptions, and open profile actions without mixing in cold prospects.