CRM Archives - Kindertales Knowledge Base

Reviewing an Inquiry entry in the CRM

98 views March 25, 2021

How to add a CRM entry to the Waitlist

173 views May 8, 2020

Linking a CRM record to an existing Kindertales profile

64 views January 30, 2023

How to send an Application to a CRM entry

60 views May 8, 2020

How to schedule a tour for a CRM entry

113 views May 8, 2020

How to review Scheduled Tours

40 views March 25, 2021

How to manage your Referral Channels

59 views May 11, 2020

How to enroll a child from the CRM

201 views March 29, 2020

How to embed your CRM Inquiry or Application forms in your web site

130 views May 11, 2020

How to Customize your Inquiry and Application Forms

101 views March 23, 2021

How to create a new Inquiry entry in the CRM

290 views March 18, 2020

How to configure your Application Fee

42 views March 23, 2021

How to get a direct link to your Inquiry and Application forms

99 views May 11, 2020

CRM Overview

190 views November 24, 2021

How to customize your Inquiry and Application Forms

42 views May 11, 2020

Communicate with family in Inquiry Manager / CRM

125 views May 8, 2020

CRM