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Membership management in CRM

Former Member
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Dear all,

Could someone outline how membership of a member organisation might be managed in CRM.

Creation / renewal of membership

Maintaining member privileges with relation to the type of membership they have for the period of that membership.

The only way I can think of is via a contract with a given validity period.



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Answers (1)

Former Member
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Hi Tim

My company has built a solution template for this. Generally spoken you are on the same way that we chose. You could also go using standard orders, partner product ranges or marketing attributes and generate membership invoices from there - it makes not such a big difference, but using a sales order / contract is the most 'standard' way.

Regards, Kai