CRM Basics | Student CRM Help Centre

CRM Basics

Start here to learn the basics of Student CRM

23 articles in this collection
Written by Steph Stevens, JJ, and Laura Montgomery-Hurrell

Student CRM's Live Support

How the Student CRM team answers your questions

Written by Steph Stevens
Updated over a week ago

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?

Written by Steph Stevens
Updated over a week ago

Problems logging in?

Written by Steph Stevens
Updated over a week ago

Getting to know Student CRM

Five easy principles of the CRM

Written by Steph Stevens
Updated over a week ago

How do these apps all work together?

Written by Steph Stevens
Updated over a week ago

How do students interact with Student CRM?

Written by Steph Stevens
Updated over a week ago

What am I going to like about Student CRM?

Written by Steph Stevens
Updated over a week ago

What is a Marketing Unit?

Written by Steph Stevens
Updated over a week ago

What is Fact-finding?

An explanation of the process we go through to discover your needs

Written by Laura Montgomery-Hurrell
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

Written by Steph Stevens
Updated over a week ago

How do I search for a student?

Quickly find a single student record from anywhere in Student CRM.

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?

Written by Steph Stevens
Updated over a week ago

How do I use email reports?

Getting the Stas on your emails

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?

Written by Steph Stevens
Updated over a week ago

How do I change my profile information?

Written by Steph Stevens
Updated over a week ago

Are my activities logged?

Written by Steph Stevens
Updated over a week ago

Getting Help

Learning more about Student CRM

How to get to grips with Student CRM

Written by Steph Stevens
Updated over a week ago

Need help from a human?

Written by Steph Stevens
Updated over a week ago