Knowledge Base
Update History
Sign-In
Knowledge Base
Update History
Sign-In
home
/
Knowledge Base
/
CRM
/
How to create a new Inquiry entry in the CRM
All Site
Post
Page
FAQs
Knowledge Base
Documentation
Forums
Portfolio
Popular Search:
Enroll a child
How to create a new Inquiry entry in the CRM
169 views
0
March 18, 2020
Navigate to CRM in the main menu on the left.
Select the “New Inquiry” tab.
Fill out the mandatory fields (as indicated by the *) and click “Submit”.
Once you click “Submit” the system will automatically add and direct you to your Inquiry List.
Related Articles
User Features
How to use the Classroom App
Editing Location Information
Bank Account Added to Receive Settlements
Adding Program Pricing to a Program
CRM Overview
Didn't find your answer?
Contact Us
How to Customize Required Immunizations
How to create a custom Inquiry Form
All Site
Post
Page
FAQs
Knowledge Base
Documentation
Forums
Portfolio
Popular Search:
Enroll a child
