Student CRM Help Centre
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Go to Student CRMVideosFree Demo29 Apps
English
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CRM Basics
CRM Basics
Start here to learn the basics of Student CRM
Steph Stevens avatarLaura Montgomery-Hurrell avatarDom Yeadon avatar
By Steph and 2 others3 authors33 articles

Start Here


Welcome to Student CRM
Logging in to Student CRM for the first time
Which modules or apps make up Student CRM?
Problems logging in?

Getting to know Student CRM


Introduction to Student CRM Video - CRM-T1
A-Z List of all apps
Five easy principles of the CRM
How do these apps all work together?
How do students interact with Student CRM?
What am I going to like about Student CRM?
What is a Marketing Unit?
Training Videos List
Glossary of Student CRM terms
Events Planner

Finding your way around the CRM


Keyboard shortcuts
Why you can't use your browser's "Back" button on the CRM
Can I have Student CRM open in two browser tabs/windows?
How to find students
How to access Workflows and Touchpoints
Where can I find my email reports?

My Account


Password Management
Why can't I see an app?
How do I update my user profile?
Are my activities logged?

Getting Help


Need help from a human?
Student CRM's Live Support
Learning more about Student CRM
Account Manager
Basic Support Package
Standard Support Package
Premium Support Package
Tech Support
Tier 1, Tier 2 and Tier 3 Support Requests
Student CRM Help Centre
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