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Onboarding a New MemberΒΆ

This tutorial guides you through onboarding a new member in ReactorCX.

  1. Navigate to Members and click the Add Member button.
  2. Fill in required fields (first name, last name, phone, email, etc.).
  3. Confirm and save the new member record.
  4. Review the member detail view for confirmation.

Tips

  • Use comma-separated values in search fields to find multiple records.
  • The Details button in the member list provides quick access to member detail view.