Configuring Your Admissions Software

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 customize your tuition request form and email

How to update lead notifications in the Montessori CRM

How to customize the Montessori quiz

How to update your lead magnet in the CRM

How to customize your online scheduling application in the CRM