Adding a Caravan in Matrix – Association Staff

in CRMLS Extras

Step 1: From your home screen click on the Add/Edit tab.

Caravan_Image_1

 

Step 2: Under the Caravan section, click Add new to create a new caravan.

Caravan_Image_5a

 

Step 3: Choose your Association and click OK.

Caravan_Image_6

 

Step 4: Choose your Caravan Name.

Caravan_Image_7

 

Step 5: Complete the remaining fields and click the Submit Caravan button.

Caravan_Image_8

 

 

 

0