Group 65
Go to ChildCareCRM
All Collections
Getting Started Tips
Getting Started Tips
This article will describe basic information on getting started with CRM.
D
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!
D
Written by
David Weiss
Updated over a week ago
Printable ChildCareCRM Quick Reference Sheet
One-Page Quick Reference Guide
D
Written by
David Weiss
Updated over a week ago
Quick Start Guide
Using ChildCareCRM to Drive Center Success
D
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.
D
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.
D
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
D
Written by
David Weiss
Updated over a week ago
How to Schedule a Tour
D
Written by
David Weiss
Updated over a week ago
How to Mark a Tour as Complete
D
Written by
David Weiss
Updated over a week ago