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