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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
      1. School Knowledge Base
      2. 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
      • CRM+ API
      • Syncing Your Booking Calendar
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