Home Tab | Child Care CRM Help Center

Home Tab

This section will outline everything you need to know about the homepage on the ChildCareCRM system.

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14 articles in this collection
Written by Adrienne Strong, Lisa Henkel, Muhammad Rafay and 1 other

First Task: How to Process Pending Leads

Written by David Weiss
Updated over a week ago

Video- Handling Pending Web Leads

Written by Adrienne Strong
Updated over a week ago

Unscheduled Walk-ins, Phone Calls and Emails: Entering a New Parent (Lead) Into ChildCareCRM Using the Computer

Written by David Weiss
Updated over a week ago

Video- Adding A Lead Record

Written by Muhammad Rafay
Updated over a week ago

Video- Search Function

Written by Muhammad Rafay
Updated over a week ago

How to Edit a Lead

Written by David Weiss
Updated over a week ago

Video- Understanding the Tour and Meeting Calendar

Written by Adrienne Strong
Updated over a week ago

Tour Kiosk

Everything you need to manage the day's tours, on a mobile platform.

Written by David Weiss
Updated over a week ago

Webinar: The Rule of Seven

Written by Adrienne Strong
Updated over a week ago

What are the functions at the top right of the Home screen?

Written by Adrienne Strong
Updated over a week ago

My Tasks| All Tasks| Pending Leads| Alerts| Export Tabs

Tabs Below the Active Opportunity Pipeline

This article will explain how to use the 5 tabs located under the Active Opportunity Pipeline.

Written by Lisa Henkel
Updated over a week ago

Widgets

Add New Lead

This article will explain what a user can expect when using the Add New Lead Widget.

Written by Lisa Henkel
Updated over a week ago

My Favorite Reports Widget

This article will explain how to use the "My Favorite Reports" widget

Written by Lisa Henkel
Updated over a week ago

Recently Modified Leads Widget

This article will review the Recently Modified Leads Widget that will allow a user to view recently edited leads within their database.

Written by Lisa Henkel
Updated over a week ago