- Knowledge Base : CounselMore Support
- ADMISSIONS DATA & SEARCH NAVIGATION
- College List - Columns
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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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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
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- Settings - Integrations
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
College List - Is there a place where parents can make notes (similar to student research notes)?
There are a few options for parent collaboration
When you are on a college list navigate to the menu and choose College data menu
When that menu opens use the search filter for the discuss column
College list - Discuss Column - sequester each college conversation to one convenient location.
College List - Columns, Discuss Column, Chat per College
You can also build a status column
App Tracker - Status & Strategy Columns for application requirement columns
College List - App Tracker, Cell Colors
There is also the students research notes which is a data column that can be turned on in the college data menu underneath your college list menu button.