CRM Basics

Start here to learn the basics of Student CRM

33 articles in this collection
Written by Steph Stevens, Dom Yeadon, and Laura Montgomery-Hurrell

Start Here

Welcome to Student CRM

Here are 3 pro tips to help you get started!

Written by Steph Stevens
Updated over a week ago

Logging in to Student CRM for the first time

How to get a login and get started with Student CRM

Written by Steph Stevens
Updated over a week ago

Which modules or apps make up Student CRM?

29 apps, 3 tools, and 2 mobile apps

Written by Steph Stevens
Updated over a week ago

Problems logging in?

Relax and follow these steps

Written by Steph Stevens
Updated over a week ago

Getting to know Student CRM

Introduction to Student CRM Video - CRM-T1

Watch the video to learn about Student CRM

Written by Dom Yeadon
Updated over a week ago

A-Z List of all apps

Find out which apps will work best for you by downloading this A-Z List

Written by Dom Yeadon
Updated over a week ago

Five easy principles of the CRM

The championing points of Student CRM

Written by Steph Stevens
Updated over a week ago

How do these apps all work together?

An example of the CRM in action

Written by Steph Stevens
Updated over a week ago

How do students interact with Student CRM?

Explore all the seamless ways Student CRM folds into your Student's experience

Written by Steph Stevens
Updated over a week ago

What am I going to like about Student CRM?

See how we can help get you started

Written by Steph Stevens
Updated over a week ago

What is a Marketing Unit?

The difference between International or Domestic MUs

Written by Steph Stevens
Updated over a week ago

Training Videos List

Want to get up to speed with the platform? Watch our Training Videos now

Written by Laura Montgomery-Hurrell
Updated over a week ago

Glossary of Student CRM terms

Get to know some of our terminology and abbriviations

Written by Steph Stevens
Updated over a week ago

Finding your way around the CRM

Keyboard shortcuts

Navigate the CRM with a keyboard press

Written by Steph Stevens
Updated over a week ago

Why you can't use your browser's "Back" button on the CRM

Did you get bounced to the home page by using the back button? This article explains why that happened.

Written by Laura Montgomery-Hurrell
Updated over a week ago

Can I have Student CRM open in two browser tabs/windows?

Use this method sparingly to avoid complications

Written by Steph Stevens
Updated over a week ago

How to find students

Searching for students is fast and easy to do

Written by Steph Stevens
Updated over a week ago

How to access Workflows and Touchpoints

Where to find your Workflows and Touchpoints

Written by Laura Montgomery-Hurrell
Updated over a week ago

Where can I find my email reports?

Where to keep an eye on your email opens, bounces etc

Written by Steph Stevens
Updated over a week ago

My Account

Password Management

How to log out or change your password

Written by Steph Stevens
Updated over a week ago

Why can't I see an app?

Check with your User Admin for access to an app

Written by Steph Stevens
Updated over a week ago

How do I update my user profile?

How to use your profile page

Written by Steph Stevens
Updated over a week ago

Are my activities logged?

Where and what are Activity logs and Audit trails

Written by Steph Stevens
Updated over a week ago

Getting Help

Need help from a human?

How to submit a Support Request

Written by Steph Stevens
Updated over a week ago

Student CRM's Live Support

How the Student CRM team answers your questions

Written by Steph Stevens
Updated over a week ago

Learning more about Student CRM

How to get to grips with Student CRM

Written by Steph Stevens
Updated over a week ago

Account Manager

How to contact my Account Manager

Written by Dom Yeadon
Updated over a week ago

Basic Support Package

Cost-effective support for self-directed users

Written by Laura Montgomery-Hurrell
Updated over a week ago

Standard Support Package

Support that's not too full on, nor too overbearing - Just right, like Goldilocks's porridge

Written by Laura Montgomery-Hurrell
Updated over a week ago

Premium Support Package

Full service support for more complex set-ups

Written by Laura Montgomery-Hurrell
Updated over a week ago

Tech Support

How to make best use of our Technical Support

Written by Dom Yeadon
Updated over a week ago

Tier 1, Tier 2 and Tier 3 Support Requests

Understanding how we deal with your help requests

Written by Dom Yeadon
Updated over a week ago

Switching over to a new Year

What happens when you move to a new Academic Year

Written by Laura Montgomery-Hurrell
Updated over a week ago