Add Cross-Referenced Records | Scribe

    Add Cross-Referenced Records

    • Chamber Nation |
    • 11 steps |
    • 2 minutes
    1
    Navigate to the Admin Dashboard
    2
    Click "Member Database"
    3
    Click this image.
    4
    Scroll to the bottom of the page and click "add a record cross-referenced to this member"
    5
    Enter the cross-referenced account's basic information
    6
    Click "Email/Plan"
    7
    Enter a valid email address
    8
    Under the Member Type dropdown, choose "List-Only"
    9
    Click this button.
    10
    To validate if the information was successfully recorded, click this image
    11
    Scroll to the bottom of the page and check the list of the main account's cross-referenced members