Configuring Your Admissions Software

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.

Q: How to customize the "general inquiry" form in the CRM

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

Q: How to customize your email nurture

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

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 update lead notifications in the Montessori CRM

Note that in this video, Kasim shows how to manually enter an email address for the lead notification. Your version of the CRM will have this email address set to the custom value custom_values.admin_notification_email_address . If you have this custom value defined in your settings as the email address to receive notifications, then you do not need to edit the email address in each trigger.

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

How to upload your email list to the CRM

How to Access the Montessori CRM

How to update the basic settings of the CRM

How to update your timezone in the CRM

How to customize the "general inquiry" form in the CRM

How to customize your email nurture

How to customize your tuition request form and email

How to update lead notifications in the Montessori CRM

How to customize your online scheduling application in the CRM

How to customize the Montessori quiz