CRM & CRM+

Help documents relating to the newest user interface for CRM & CRM+

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29 articles in this collection
Written by David Weiss, Teddy Hook, and Mitchell Loft

A New Location Dashboard - CRM & CRM+

Tour the new Location Dashboard!
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Written by David Weiss
Updated over a week ago

A New Family Hub - CRM & CRM+

Tour the new Family Hub page!
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Written by David Weiss
Updated over a week ago

Adding a New Family - CRM/CRM+

This document explains how you can add a new family to ChildcareCRM/CRM+ interfaces
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Add a Task - CRM/CRM+

This article explains how you can add a task within the CRM/CRM+ system
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Completing a Task - CRM/CRM+

This article explains how to complete a task in the ChildcareCRM/CRM+ system
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Logging a Past Activity or Event - CRM/CRM+

This article explains how to record an event in your ChildcareCRM/CRM+ system
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Sending Group Communications - CRM/CRM+

This article describes how to send group messages within your platform
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

ChildcareCRM+ - Adding & Managing Custom Fields

This article explains how you can use and manage custom fields within your CRM system
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Telephony

Enable click to call, inbound and outbound call recording, and sending texts from a single phone number. Learn how!
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Written by David Weiss
Updated over a week ago

Telephony FAQ

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Written by David Weiss
Updated over a week ago

Today's Tour Kiosk CRM+

Everything you need to manage the day's tours, on a mobile platform.
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Written by Mitchell Loft
Updated over a week ago

Drip Campaigns - CRM+

Increase enrollment and build your wait list by taking your marketing to the next level
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Written by David Weiss
Updated over a week ago

Enabling Virtual Tours - CRM+

This article explains how to setup your system to accommodate virtual tours and other meeting types
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Workflow Automations - CRM/CRM+

This article explains how a standard set of Workflow Automation operates
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Adding Staff - CRM/CRM+

This article describes how to add staff into CRM/CRM+
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Managing Permissions - CRM/CRM+

What permissions mean and how to manage them in CRM+
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Creating & Managing Marketing Campaigns - CRM+

How to use marketing campaigns to track and evaluate your marketing efforts
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

How to Set Up & Use Customer Forms (Website Integration)

If your organization has its own online lead form that you’d like to upload data into CRM/CRM+ automatically, this article is for you.
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Written by Mitchell Loft
Updated over a week ago

Email Editor: Quick Orientation & Core Concepts - CRM/CRM+

Quickly learn the controls you need to master your templates
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Written by David Weiss
Updated over a week ago

Email Editor: Specific Controls - CRM/CRM+

A detailed resource covering specific elements and the interface that gives you control over them
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Written by David Weiss
Updated over a week ago

Standard Reports 411 - CRM+

Learn about the Standard Reports that come with CRM+
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Written by David Weiss
Updated this week

Using Standard Reports - CRM+

This article helps explain how to use standard reports in CRM+
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Written by David Weiss
Updated over a week ago

Using Custom Reports - CRM+

This article helps explain how to use custom reports in CRM+
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Replicating Legacy Reports in CRM+

They may look different, but nearly every report in legacy can be replicated in CRM+. Here are the click-by-click instructions.
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Written by David Weiss
Updated over a week ago

Facebook Integration - CRM & CRM+

Learn how to use Facebook Lead Ads and/or Facebook Messenger with your system
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Written by David Weiss
Updated over a week ago

Lead Capture & Marketing Attribution - FAQs

The complete guide to configuring lead capture & marketing attribution within your CRM system
Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Integration with Kidsoft (iEnrol) CRM+

This article explains the process of how to export a child from CRM+ to Kidsoft (iEnrol).
Mitchell Loft avatar
Written by Mitchell Loft
Updated over a week ago

Integration with QikKids CRM+

This article explains the process of how to export a child from CRM+ to QikKids.
Mitchell Loft avatar
Written by Mitchell Loft
Updated over a week ago

Integration with Xplor CRM+

This article explain the process of how to export a child from CRM+ to Xplor.
Mitchell Loft avatar
Written by Mitchell Loft
Updated over a week ago