Start Here! Configuring Your Montessori CRM

Q: How to customize your tuition request form and email

Note! The second video shows the older version of the CRM. However, the functionality is the same.

Q: How to customize your online scheduling application in the CRM

Step #1: Connect Your Google Account Step #2: Custom Values Step #3: Configure you Calendar Step #4: Customize Signup Form Step #5: Customize Confirmation Emails

Q: How to upload your email list to the CRM

Important: You can download the email list upload template referenced in the video by clicking here (the file will download directly to your desktop.

How to customize your tuition request form and email

Configuring Your Admissions Software Montessori CRM

How to customize the Montessori quiz

Configuring Your Admissions Software Montessori CRM

How to update your lead magnet in the CRM

Configuring Your Admissions Software Montessori CRM

How to customize your online scheduling application in the CRM

Configuring Your Admissions Software Montessori CRM

How to upload your email list to the CRM

Configuring Your Admissions Software Contacts Montessori CRM