Work the Action Required list

• 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.

Action Required is your to-do list for leads. Each row says why the child is there: Unread message, Not yet contacted or Follow-up due.

Before you start

• Finish Open CRM Chat texting first.

Steps

1. Open CRM Chat. It opens on Action Required when anything is waiting.

   Screenshot coming soon01 · /home

   The Action Required tab

2. Work from the top: unread messages first, then the oldest follow-ups.
3. Tap a row to open the child's lead information, then text or call the family.

Tips

• A child leaves the list when you reply, log contact, or mark a message as needing no reply. See Mark a text as no reply needed.

Troubleshooting

• "All caught up". No children need attention right now.