> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://ayotree.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to use the customer relationship manager (CRM)

The Ayotree CRM system helps you to keep track of your contacts. You can view detailed information and send personalized emails (i.e. promotions, newsletters) to specific groups. The contacts are organized into the 3 groups below.

* Student Enquires (Prospects)
* Enrolled Students
* Former Students

The admin can use the following features below with any group.

* Add or retrieve student information
* Schedule a meeting (i.e. interview)
* Administer a placement test
* Give credit for a free lesson
* Add/Track student contact activity
* Send newsletters


# Student Enquiries (Prospects)

This group of students registered but not enrolled. The prospective students can register for school by either filling out a form online or through one of your admins. Once they are in the system, you can assign the prospect to an admin.

* Prospective student information  
* Sales activity tracking 

**Prospective student information **

Store contact information, student availability, documents, add credit balance or see placement test results.


![](https://storage.crisp.chat/users/helpdesk/website/5876b58d9455bc00/image_1kwzqor.png)
 
**Sales activity tracking **

Record contact activities with student contact actions. 
 

![](https://storage.crisp.chat/users/helpdesk/website/5876b58d9455bc00/image_3fwhe1.png)

# Enrolled Students

View course information for currently enrolled students


![](https://storage.crisp.chat/users/helpdesk/website/5876b58d9455bc00/image_7a4oai.png)
 

# Former Students  

If you remove the students from a course, and if the students don't have any other courses at your school, they will be moved to former students after you delete them from the course.