Difference between revisions of "HOWTO Process a new member"

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# Get the member's form from the "Completed Member Forms" folder in the organizer over the filing cabinet.
 
# Get the member's form from the "Completed Member Forms" folder in the organizer over the filing cabinet.
# Add the member to the i3 CRM at [http://elplatt.com/i3crm].
+
# Add the member to the i3 CRM at [http://www.i3detroit.com/crm].
 
# Add the member to both google groups.
 
# Add the member to both google groups.
 
## The members only group: http://groups.google.com/group/i3detroit
 
## The members only group: http://groups.google.com/group/i3detroit

Revision as of 20:03, 22 February 2011

  1. Get the member's form from the "Completed Member Forms" folder in the organizer over the filing cabinet.
  2. Add the member to the i3 CRM at [1].
  3. Add the member to both google groups.
    1. The members only group: http://groups.google.com/group/i3detroit
    2. The public group: http://groups.google.com/group/i3detroit-public
  4. Go through the New Member Orientation checklist with the new member.
  5. Give their member form to Ed or place it in the "Treasurer" drawer of the filing cabinet.
  6. Give them a keycard - Russ or Nate1 can program it for you