LineLeader

Quickly learn how to add leads, add children and process pending leads!

(Legacy CRM) Minute Videos

(Legacy CRM) Printable ChildCareCRM Quick Reference Sheet

Using ChildCareCRM to Drive Center Success

(Legacy CRM) Quick Start Guide

Task, Event, Lead, Child, Opportunity, Active, Archive, etc.

(Legacy CRM) Quick Guide to Terms You Need to Know

icon guide to reflect 05/24/19 UI release

(Legacy CRM) Icon Guide for ChildCareCRM

(Legacy CRM) Video Playlist: ChildCareCRM System Basics

Everything you could want to know about statuses for leads and children.

(Legacy CRM) Lead & Child Statuses

(Legacy CRM) Navigating ChildCareCRM

(Legacy CRM) ChildCareCRM Flow Chart

(Legacy CRM) How to Cancel, Reschedule or Edit a Tour

(Legacy CRM) How to Schedule a Tour

(Legacy CRM) How to Mark a Tour as Complete

Teddy Hook

This article will describe basic information on getting started with ChildcareCRM.

ChildcareCRM Getting Started Tips

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Create your workspace and invite the people you work with.

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

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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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