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(Legacy CRM) First Task: How to Process Pending Leads

This article explains how a location can manage the availability of their parent scheduled tour calendar from within the CRM system

(Legacy CRM) Managing Your Location Calendar - Parent Scheduled Tours

(Legacy CRM) Video- Handling Pending Web Leads

(Legacy CRM) Unscheduled Walk-ins, Phone Calls and Emails: Entering a New Parent (Lead) Using the Computer

(Legacy CRM) Video- Adding A Lead Record

(Legacy CRM) Video- Search Function

(Legacy CRM) How to Edit a Lead

(Legacy CRM) Video- Understanding the Tour and Meeting Calendar

Everything you need to manage the day's tours, on a mobile platform.

(Legacy CRM) Today's Tour Kiosk

Learn about this optional feature to support giving excellent tours!

(Legacy CRM) Today's Tour Kiosk: Talking Points

(Legacy CRM) What are the functions at the top right of the Home screen?

Teddy Hook

This section will outline everything you need to know about the homepage on the ChildCareCRM system.

Home Tab

This article will explain how to use the 5 tabs located under the Active Opportunity Pipeline.

(Legacy CRM) Tabs Below the Active Opportunity  Pipeline

My Tasks| All Tasks| Pending Leads| Alerts| Export Tabs

This article will explain what a user can expect when using the Add New Lead Widget.

(Legacy CRM) Add New Lead Widget

This article will explain how to use the "My Favorite Reports" widget

(Legacy CRM) My Favorite Reports Widget

This article will review the Recently Modified Leads Widget that will allow a user to view recently edited leads within their database.

(Legacy CRM) Recently Modified Leads Widget

This article will explain how to use the "Message Center" widget.

(Legacy CRM) Message Center Widget

This article will go over the Tour & Meeting Schedule calendar that’s shown on your homepage.

(Legacy CRM) Tour and Meeting Schedule Widget

This article will provide a brief explanation of the current Widgets available to you in your CRM database.

(Legacy CRM) Introduction to Widgets

Widgets

This article will explain the importance of the "Active Opportunity Pipeline" on the homepage.

(Legacy CRM) Active Opportunity Pipeline

This article will give more information about the statuses you will see on the Active Opportunity Pipeline and throughout the CRM system.

(Legacy CRM) ChildCareCRM Statuses

Active Opportunity Pipeline

This article will discuss how to use the search field.

(Legacy CRM) Using The Search Field

The Search Field

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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