Overview
If you have a CRM record with an email matching an existing Kindertales profile you can link the CRM record to the existing profile or enroll it as a sibling.
Linking a CRM record to an existing Kindertales profile:
1. Select ‘CRM’ from the main menu and locate the record you would like to link.
2. Click the ‘ + ‘ in the Enroll column on that record or change it’s stage to “Enrolled”
3. If the CRM record contains an email matching a Kindertales profile a pop-up will appear asking if you’d like to link the record to the existing profile or enroll the CRM record as a sibling.
4. If you choose to link to an existing profile and click submit the CRM record will be linked to the profile you selected from the drop-down.
5. If you choose to link as a sibling you will be directed to the New Profile page. Enter the name of the sibling in the field at the top of the page and click ‘Create Account’.