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How to review Scheduled Tours

36 views 0 March 25, 2021

1. Go to “CRM” in left Main Menu

2. Click on “View Tour Schedule” button

3. Set filters to view day/week/month you would like to see


4. Note: On the day that you have a tour scheduled, you will receive a notification on your dashboard

Related Articles
  • Linking a CRM record to an existing Kindertales profile
  • CRM Overview
  • Reviewing an Inquiry entry in the CRM
  • How to Customize your Inquiry and Application Forms
  • How to configure your Application Fee
  • How to get a direct link to your Inquiry and Application forms

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