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Articles on:CRM - Customer Service Management
Manage your prospects

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  • How to create a registration portal
    A registration portal allows you to send prospective students to a registration form page. Once the student completes the form, the information will be stored under the CRM section for student enquiries. You can use this list to email prospective students. How to customize the registration portal The registration portal has 3 sections to customize. Registration Form Design Go to tools settings Click on the registration form tab (https://storage.crisp.chat/users/helpdesk/weFew readers
  • 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 lesFew readers
  • How to use student enquiries
    If you like to store prospective students into the customer relationship management (CRM), you have two methods to store their information. Once the information is stored, you can follow up on the students by sending them emails. Manual Self-registration Manual (Admin) The admins can manually add students into the system by using student enquires. CRM tab Student Enquiries Add New Update the student information (https://storage.crisp.chat/users/helpdesk/website/5876Few readers

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