1Core Help

To configure the CRM Setup for each center, you need to use the CRM setup available under the 'Setup' page on the center dashboard.  Access Path...

If you have a list of inquiries/leads and you want to upload that to your CRM, you can do that by using 'CRM Import Inquiry'.  Access Path : Cen...

After getting the inquiry into the CRM, the next step is to reach the parents for follow-ups. To do the follow-up, you can use 'CRM Task' to assign ...

Apart from the parent(s) filling out the inquiry form sent to them, you can also add inquiries to the CRM yourself using the center dashboard. Access Pa...

CRM dashboard is the place where you can view the details of 1Core CRM's Tour/Waitlist/Inquiry requests and their developments.  Access Path : Cente...

Once the inquiry form is completed by the parent or an inquiry is made through the CRM by the director, you will be able to view those inquiries in the '...

Once after the parent fills the sent 'Tour Request' or Director schedule tour on behalf of the parent, the inquiry comes to the 'Scheduled' ...

Batch Functions are helpful in sending 'Invite to schedule tour', 'Invite to join waitlist', and 'Send email to parents' to multiple...