Getting Started Tips

This article will describe basic information on getting started with CRM.

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12 articles in this collection
Written by Lisa Henkel, David Weiss, and Teddy Hook

Minute Videos

Quickly learn how to add leads, add children and process pending leads!

Written by David Weiss
Updated over a week ago

Printable ChildCareCRM Quick Reference Sheet

One-Page Quick Reference Guide

Written by David Weiss
Updated over a week ago

Quick Start Guide

Using ChildCareCRM to Drive Center Success

Written by David Weiss
Updated over a week ago

Quick Guide to Terms You Need to Know

Task, Event, Lead, Child, Opportunity, Active, Archive, etc.

Written by David Weiss
Updated over a week ago

Icon Guide for ChildCareCRM

icon guide to reflect 05/24/19 UI release

Written by Lisa Henkel
Updated over a week ago

Video Playlist: ChildCareCRM System Basics

Written by Teddy Hook
Updated over a week ago

Lead & Child Statuses

Everything you could want to know about statuses for leads and children.

Written by David Weiss
Updated over a week ago

Navigating ChildCareCRM

Written by Teddy Hook
Updated over a week ago

ChildCareCRM Flow Chart

Written by Teddy Hook
Updated over a week ago

How to Cancel, Reschedule or Edit a Tour

Written by David Weiss
Updated over a week ago

How to Schedule a Tour

Written by David Weiss
Updated over a week ago

How to Mark a Tour as Complete

Written by David Weiss
Updated over a week ago