CRM - Company Level
The Customer Relationship Management (CRM) feature is a technology that allows you to manage your relationship with existing customers and potential custome...
Wed, 6 Jul, 2022 at 3:15 AM
Using Company Setup, you can configure the 'Tour Setup', 'Waitlist Setup', and New Inquiry. You also have a comprehensive CRM dashboard with...
Wed, 6 Jul, 2022 at 3:15 AM
CRM setup at the company level allows you to configure the Tour and waitlist setup. you can also get your unique Tour, Inquiry, and Waitlist URL from the CR...
Wed, 6 Jul, 2022 at 3:15 AM
You can add a new inquiry manually on behalf of a parent using the company dashboard. For companies with multiple centers, you can choose the desir...
Wed, 6 Jul, 2022 at 3:15 AM
You can import your manual parent inquiries to the 1Core CRM using the 'Import Inquiry' option. This will allow you to maintain your manual leads/in...
Wed, 6 Jul, 2022 at 3:15 AM
CRM module has three reports at the company level to provide comprehensive and important insights on the referral source, task and performance status, and T...
Wed, 6 Jul, 2022 at 3:16 AM
This is a repository of all the perspective families that have declined themselves or declined by the center. To re-engage them, please select the 'Proc...
Wed, 6 Jul, 2022 at 3:16 AM