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CRM Basics
CRM Basics
Start here to learn the basics of Student CRM
35 articles in this collection
Written by
Steph Stevens,
Dom Yeadon,
and
Laura Montgomery-Hurrell
Support over the 2022 Christmas break
Our support hours over the festive period
Written by
Steph Stevens
Updated over a week ago
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
Events Planner
How many bookings does your university have so far for this month's events?
Written by
Dom Yeadon
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