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Communicate with family in Inquiry Manager / CRM

111 views 0 May 8, 2020

  1. Go to CRM
  2. Select the child from your Inquiry or Waitlist.
  3. When the child’s information expands, scroll down to the dark blue box called “Communication”.
  4. From here you can email back and forth with the family by clicking the “reply” button or record details of your phone calls/texts by clicking the “Add Private Note” button.  All communication will remain here until the time of enrollment.

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CRM
  • Communicate with family in Inquiry Manager / CRM
  • Linking a CRM record to an existing Kindertales profile
  • CRM Overview
  • Reviewing an Inquiry entry in the CRM
  • How to review Scheduled Tours
  • How to Customize your Inquiry and Application Forms
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Popular Search:Enroll a child