OpenApply CRM Basics

Dive into OpenApply CRM with practical insights and step-by-step tasks to effectively manage your customer relationships and streamline your processes.

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Course Flow

1. Welcome Video
2. Course Objective and Learner Outcomes
3. Learning Log
4. Best Practices for Learning
5. Meet the FariaLearn Teaching Assistant!
1. OpenApply's Capabilities
2. Overview of CRM
3. Gaining Access
4. 📝 Task: Access Configuration
1. Configuring your Sign Up Form
2. 📝 Task: Your School's Unique Voice
1. Import a single contact into Contact Roster
2. Filter for a log interaction utilizing the contacts filter
3. Assign representatives or agents to contacts (if applicable)
4. Filter for a contact mailing list or e-mail campaign
5. Create a log or note in a contact profile
1. Source Campaigns
2. Email Campaigns
1. Auto Notifications
1. Create a new log type
2. Create outcomes to the new log type
3. Apply the newly created log type to applicants via CRM Roster
4. Apply the newly created log type to a single contact
1. Feedback on this Course
2. Resources and Extension

About this course

Essential Course Collection
Navigating OpenApply Learning Pathway
1 hour for CEUs

Navigating OpenApply Learning Pathway

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