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Legacy LineLeader CRM
By Teddy1 author135 articles
Minute Videos
Printable ChildCareCRM Quick Reference Sheet
Quick Start Guide
Quick Guide to Terms You Need to Know
Icon Guide for ChildCareCRM
Video Playlist: ChildCareCRM System Basics
Lead & Child Statuses
Navigating ChildCareCRM
ChildCareCRM Flow Chart
How to Cancel, Reschedule or Edit a Tour
How to Schedule a Tour
How to Mark a Tour as Complete
First Task: How to Process Pending Leads
Managing Your Location Calendar - Parent Scheduled Tours
Video- Handling Pending Web Leads
Unscheduled Walk-ins, Phone Calls and Emails: Entering a New Parent (Lead) Into ChildCareCRM Using the Computer
Video- Adding A Lead Record
Video- Search Function
How to Edit a Lead
Video- Understanding the Tour and Meeting Calendar
Today's Tour Kiosk
Today's Tour Kiosk: Talking Points
Webinar: The Rule of Seven
What are the functions at the top right of the Home screen?
Webinar: Automation with Business Rules
How to Create and Use Location Groups
What are Alerts and What Do I Do with Them?
How Do I Add and Manage Staff in ChildCareCRM?
Terminating and Deactivating a Staff Member
Reminders
How are Website Inquiries Processed in Childcare CRM?
How Do I Keep Track of Classroom Openings?
Scripts
Fields