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CRM+
Getting Started
Admin Tab
Billing Setup
Operations Setup
Enrollment Setup
Meal Planning
Account Set Up
Billing
Accrual Accounting
Enrollment
CRM
Forms
Inquiry Management
Enrollment
CRM Settings
CRM+
Classroom App
Child Check-In / Check-Out
Staff Check-In / Check-Out
Logging Data
Reviewing Information
Child Management
Child Profile
Reporting
Power BI
Messages
Settings
Add-Ons
MarcoPolo Learning
Events
Back to home
School Knowledge Base
CRM+
Getting Started
Admin Tab
Billing Setup
Operations Setup
Enrollment Setup
Meal Planning
Account Set Up
Billing
Accrual Accounting
Enrollment
CRM
Forms
Inquiry Management
Enrollment
CRM Settings
CRM+
Classroom App
Child Check-In / Check-Out
Staff Check-In / Check-Out
Logging Data
Reviewing Information
Child Management
Child Profile
Reporting
Power BI
Messages
Settings
Add-Ons
MarcoPolo Learning
Events
CRM+
Your CRM+ journey starts here. Explore guides, features, and tips for seamless childcare management.
How to Build Journeys
How Families Fill Out an Inquiry Form
How to Move Leads Through Stages
How to Book a Tour
How to Register & Waitlist A Family
Automation in CRM+
Managing Tasks in CRM+
How to Create Then Send an Email Template in CRM+
How to Modify an Email Template in CRM+
How to Reassign Lead Ownership in CRM+
How to Reassign To Do List Items in CRM+
PPC Tracking
Blocking Off Days in CRM+ Tour Booking Calendar
CRM+ vs Legacy CRM