Open CRM Chat texting

• Director
• Admin
• Needs: CRM
• School setting: Texting
• Phone
• Desktop
• Draft

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.
• Your school must have Texting turned on. It's a school setting, ask your director.

When your school has a texting number, CRM Chat holds every text conversation with leads and families. Replies come in to the same place.

Steps

1. Open CRM Chat:
   • From My Day, tap the CRM Chat card. The badge counts unread texts.
   • On the web, from Dashboards → CRM, tap the CRM Chat tile.

   Screenshot coming soon01 · /home

   The CRM Chat card on My Day

2. Pick a tab:
   • Action Required: children who need a reply or follow-up.
   • CRM Chat: all of the school's text conversations.
   • Network Chat: conversations on your network's number (Regional Managers and above, when the network has a number).

   Screenshot coming soon02 · /home

   CRM Chat with its tabs

3. Tap a conversation to open it.

Tips

• Tap the unread icon (Show unread only) to filter.
• Rows with no messages yet show the tour date or Not yet contacted.

Troubleshooting

• The My Day card says "CRM" instead of "CRM Chat". Your school has no texting number yet. Contact Asilo support to set one up.