CRM Basics

Start here to learn the basics of Student CRM

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30 articles in this collection
Written by Steph Stevens, Dom Yeadon, JJ and 1 other

Start Here

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

Welcome to Student CRM

Here are 3 pro tips to getting started!

Written by Steph Stevens
Updated over a week ago

Which modules or apps make up Student CRM?

27 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

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

Glossary of Student CRM terms

Get to know some of our terminology

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

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 JJ
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

Saved Filters

How to save the filters you need for next time, and save time

Written by Dom Yeadon
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 change my profile information?

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

Student CRM's Live Support

How the Student CRM team answers your questions

Written by Steph Stevens
Updated over a week ago

Need help from a human?

How to submit a Support Request

Written by Steph Stevens
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

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 JJ
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 JJ
Updated over a week ago

Premium Support Package

Full service support for more complex set-ups

Written by JJ
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

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