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.

15 articles in this collection
Written by Adrienne Strong, Lisa Henkel, and Muhammad Rafay

Video- Handling Pending Web Leads

Written by Adrienne Strong
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

Video- Understanding the Tour and Meeting Calendar

Written by Adrienne Strong
Updated over a week ago

Statuses Explained (Sales Pipeline)

Written by Adrienne Strong
Updated over a week ago

Active Opportunity Pipeline

Active Opportunity Pipeline

This article will explain the importance of the "Active Opportunity Pipeline" on the homepage.

Written by Lisa Henkel
Updated over a week ago

ChildCareCRM Statuses

This article will give more information about the statuses you will see on the Active Opportunity Pipeline and throughout the CRM system.

Written by Lisa Henkel
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

The Search Field

Using The Search Field

This article will discuss how to use the search field.

Written by Lisa Henkel
Updated over a week ago

Widgets

Introduction to Widgets

This article will provide a brief explanation of the current Widgets available to you in your CRM database.

Written by Lisa Henkel
Updated over a week ago

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

Message Center Widget

This article will explain how to use the "Message Center" 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

Tour and Meeting Schedule Widget

This article will go over the Tour & Meeting Schedule calendar that’s shown on your homepage.

Written by Lisa Henkel
Updated over a week ago