How to add a form to the CRM

Modified on Thu, 20 Nov at 5:05 AM

Daily Connect provides a "CRM'-style feature to help you track families interested in your programs.

You can now add a form to the "CRM' section. For example, if you're using the store to connect to your website, you can enable booking a tour or signing up for more information.

You can send this information to the CRM by following these steps:

1. Log in to the Web App and click "Enrollment."

3. Click "Store"

Select the product you want to view. Click "View."

5. Click on the form (s) you want to move.

6. Click on the three dots.

7. Click "Add to CRM"

8. Now this form has been moved to the CRM. You can click "View CRM" to see the information.