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home/Knowledge Base/CRM/How to send an Application to a CRM entry
Popular Search:Enroll a child

How to send an Application to a CRM entry

52 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, move to the green box on the right called “Application and Waitlist Management”.
  4. Click the green “Send Application” button

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CRM
  • How to send an Application to a CRM entry
  • 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