- Knowledge Base : CounselMore Support
- MEMBERS. ONLY
- Community Resources
-
ACCOUNT SET UP
-
CLIENT MANAGEMENT
-
ADMISSIONS DATA & SEARCH NAVIGATION
-
GOOGLE-DRIVE
-
SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
- Settings - Branding
- Settings - Default Data Columns
- Settings - Routine Assignments
- Settings - Webmaster
- Settings - Broadcast Station
- Settings - Reporting
- Settings - Professional Log Books
- Settings - Toolbox
- Settings - Texting Set up
- Settings - Accounting Setup
- Settings - Integrations
-
SALES & DEMONSTRATIONS
-
MEMBERS. ONLY
-
Sales Lead Tools
How to save schools to Prospect Status?
I am not working with student yet but want to save schools to list in case we do work together. What is "in take" mode?
Watch Video Answer from Peer Mentor
https://www.loom.com/share/5e6bb2190a484a85a63a2fe9a09ad971?sid=57d83853-2240-4622-94aa-7c20eaabaf76