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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