Home Tab

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

16 articles in this collection
Written by Teddy Hook

First Task: How to Process Pending Leads

Written by Teddy Hook
Updated over a week ago

Managing Your Location Calendar - Parent Scheduled Tours

This article explains how a location can manage the availability of their parent scheduled tour calendar from within the CRM system

Written by Teddy Hook
Updated over a week ago

Video- Handling Pending Web Leads

Written by Teddy Hook
Updated over a week ago

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

Written by Teddy Hook
Updated over a week ago

Video- Adding A Lead Record

Written by Teddy Hook
Updated over a week ago

Video- Search Function

Written by Teddy Hook
Updated over a week ago

How to Edit a Lead

Written by Teddy Hook
Updated over a week ago

Video- Understanding the Tour and Meeting Calendar

Written by Teddy Hook
Updated over a week ago

Today's Tour Kiosk

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

Written by Teddy Hook
Updated over a week ago

Today's Tour Kiosk: Talking Points

Learn about this optional feature to support giving excellent tours!

Written by Teddy Hook
Updated over a week ago

Webinar: The Rule of Seven

Written by Teddy Hook
Updated over a week ago

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

Written by Teddy Hook
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 Teddy Hook
Updated over a week ago

Widgets

Add New Lead Widget

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

Written by Teddy Hook
Updated over a week ago

My Favorite Reports Widget

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

Written by Teddy Hook
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 Teddy Hook
Updated over a week ago