Getting Started Tips

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

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17 articles in this collection
Written by Adrienne Strong, Lisa Henkel, and David Weiss

Printable ChildCareCRM Quick Reference Sheet

One-Page Quick Reference Guide
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Written by David Weiss
Updated over a week ago

Quick Start Guide

Using ChildCareCRM to Drive Center Success
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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.
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Written by David Weiss
Updated over a week ago

The Mobile App

Learn how to use the ChildCareCRM Mobile App!
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Written by David Weiss
Updated over a week ago

Stop Wasting Time: How to Mark a Lead/Child as a Lost Opportunity

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Written by David Weiss
Updated over a week ago

Icon Guide for ChildCareCRM

icon guide to reflect 05/24/19 UI release
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Written by Lisa Henkel
Updated over a week ago

Video Playlist: ChildCareCRM System Basics

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Written by Adrienne Strong
Updated over a week ago

How to Clear your Cache (Google Chrome and Microsoft Edge browsers)

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Written by Adrienne Strong
Updated over a week ago

Lead & Child Statuses

Everything you could want to know about statuses for leads and children.
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Written by David Weiss
Updated over a week ago

Navigating ChildCareCRM

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Written by Adrienne Strong
Updated over a week ago

How to Schedule a Tour

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Written by David Weiss
Updated over a week ago

How to Cancel, Reschedule or Edit a Tour

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Written by David Weiss
Updated over a week ago

How to Mark a Tour as Complete

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Written by David Weiss
Updated over a week ago

How Do I Add a Tour/Meeting Task to My Gmail or Outlook Calendar?

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Written by Adrienne Strong
Updated over a week ago

Child Care CRM Flow Chart

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Written by Adrienne Strong
Updated over a week ago

Profile Information

This article will discuss how you can view and edit profile information
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Written by Lisa Henkel
Updated over a week ago

Three Video Vignettes

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Written by David Weiss
Updated over a week ago