Member Management
Spring 2025 Session
Put yourself in your clients’ shoes and take an in-depth look at Fusion from their side! Focus areas for this course will include managing the Member Portal, Member & User Accounts, and communication avenues.
Course Dates
Feb. 20th
Feb. 27th
Mar. 3rd
Course Times
1:00 PM -
3:00 PM EST
What can I expect to learn from this course?
In-depth knowledge
Develop in-depth knowledge in the following Fusion modules:
- Member Record Creation & Management
- Member Portal Management
- Imports 101
- Communication Tasks
New tools
Be able to identify:
- Key Fusion language and terms utilized by front-line staff and members
- Common aspects of errors members or staff may encounter
- Areas to enhance for more streamlined member management procedures
Better understanding
Obtain a better understanding of:
- Functionality & uses cases with Members and Organizations
- Common problem solving techniques to better serve your members
- Overall Account Management and the impacts of nightly or one time imports