Legacy LineLeader CRM
By Teddy and 1 other2 authors139 articles
- (Legacy CRM) Minute Videos
- (Legacy CRM) Printable ChildCareCRM Quick Reference Sheet
- (Legacy CRM) Quick Start Guide
- (Legacy CRM) Quick Guide to Terms You Need to Know
- (Legacy CRM) Icon Guide for ChildCareCRM
- (Legacy CRM) Video Playlist: ChildCareCRM System Basics
- (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
- (Legacy CRM) First Task: How to Process Pending Leads
- (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
- (Legacy CRM) Today's Tour Kiosk
- (Legacy CRM) Today's Tour Kiosk: Talking Points
- (Legacy CRM) What are the functions at the top right of the Home screen?
- (Legacy CRM) How to Create and Use Location Groups
- (Legacy CRM) What are Alerts and What Do I Do with Them?
- (Legacy CRM) How Do I Add and Manage Staff in ChildCareCRM?
- (Legacy CRM) Terminating and Deactivating a Staff Member
- (Legacy CRM) Reminders
- (Legacy CRM) How are Website Inquiries Processed in ChildcareCRM?
- (Legacy CRM) How Do I Keep Track of Classroom Openings?
- (Legacy CRM) Scripts
- (Legacy CRM) Fields