CRM

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Reviewing an Inquiry Entry

12 views March 25, 2021

How To Move to the waitlist if necessary

25 views May 8, 2020

How to turn Outbound Communications on and off

15 views March 29, 2020

How To Send Application if applicable

25 views May 8, 2020

How To Schedule and record tour

25 views May 8, 2020

How to Review Scheduled Tours

4 views March 25, 2021

How to manage your Referral Channels

30 views May 11, 2020

How to enroll a child from the Inquiry list or Waitlist

85 views March 29, 2020

How to embed inquiry/application form

39 views May 11, 2020

How to Customize your Inquiry and Application Forms

17 views March 23, 2021

How to create a new Inquiry and add it to the Inquiry List

92 views March 18, 2020

How to Configure Your Application Fee

8 views March 23, 2021

Direct link to Inquiry and Application Forms

41 views May 11, 2020

Create a custom Inquiry Form

5 views May 11, 2020

Communicate with family in Inquiry Manager / CRM

29 views May 8, 2020