Staff guides

This site is the current version of Pub Invest's staff documentation. Every page shows when it was last updated, at the bottom.

If you are holding a printed copy, check its date against the page here before relying on it.

What is here

• CRM user guide — contacts, groups, entitlements, offers and reporting. Start at Concepts if the system is new to you; go straight to Reference if you are trying to work out why an offer is not showing.
• Case management — cases raised automatically from voicemails and by hand, how to find one, work it and close it. If you are looking for the Voicemails screen, it is gone — what happened to it and how to get your old working list back.
• Promoted items & societies — promoting menu items to venue websites, and managing societies.