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Legacy LineLeader CRM
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