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Use a child's Enrollment & CRM card

  • Director
  • Admin
  • Needs: CRM
  • Desktop
  • Phone
  • Draft

Enrollment & CRM gathers a child's registration steps and CRM actions on one card. It's useful once a lead is ready to register.

Steps​

  1. Open the child from My School (sidebar) or the My School tab, then tap Enrollment CRM.
    The Enrollment CRM card on a child's profile
    From a lead's Lead Information sheet you can also tap More actions, then View Enrollment.
  2. Review each row:
    • Communication & Tours: the Communication Log.
    • Registration Fee, Registration Packet, Onboarding Packet, Policy Book: sent, due, paid or Awaiting Parent Completion.
    • Other Forms and Medical Records.
    • Award Letters, for roles that manage them.
    • Start Date: Scheduled with the date, or No start date set.
    The Enrollment & CRM sheet
  3. Tap the round button for New Communication, Create Follow-up, Schedule Tour, Registration, Start Date or Archive Child.

Tips​

  • Registration here sends the fee together with the registration packet, onboarding packet and policy book in one step.
  • The Registered Status tile on the CRM dashboard opens this card for each registered child.