CRM

CRM Opportunity Management

• An Overview of Task Outcomes
• View your student funnel or pipeline
• How to sort enrollment stages within pipelines
• How to create a "deal"
• How to create and edit a pipeline
• How to create and edit a stage

Getting Started

• Sync tasks to your calendar with Calendar Feed
• Navigating your eduCRM account
• Connect your email account to eduCRM
• Install eduCRM mobile app
• How to add a calendar feed to your Google calendar
• Add a calendar feed to your Outlook calendar

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FAQs

• How to create a task for a prospect in your pipeline
• Deal Scoring
• How can deal owners only see deals assigned to them?
• How do I assign tasks for others?
• How do I trigger an automation to run when a task is completed?
• Can I attach files to a deal or contact?

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Reporting

• Task Overview Report