Campaigns for Distance:

  • Student Hero
  • Edutel
  • Regenessy

Campaigns for Call Center:

  • CC SETA contate form
  • Assigmnet to All consultant Outbound



HOW TO REMOVE/ ADD USERS TO CAMPAGNS:

  • Select CRM
  • Settings
  • Assignment
  • Search Assignment Rule
  • Click Edit
  • Add user and save


Leads flow charts:

  • Select CRM
  • Settings > search for Blueprint
  • Distance leads are called Regnesys
  • Select the lead and Export to Image


Add user to Lead Reports:

  • on CRM > Select Reports
  • Scheduled reports
  • Select specific report 
  • Add recipient and click Schedule to save