- 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
- Settings - Accounting Setup
- Settings - Integrations
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
Most often selected data columns for each list counselor, student, app tracker
MOST COMMON CHOSEN DATA PER LIST
1) Click Settings Button in Top Right Hand Corner of Screen
2) When Settings Menu Opens > Select Data Manager
3) Open each Data Banner to select which columns to turn ON for each List Type.
4) Use the images below to guide you - turn the icon GREEN to SHOW in te associated list
5) APPLY CHANGES TO ALL
Below are images from the Settings > Data Manager - select your choices in your app, using these images as a guide. You can always choose-again later. This is only a templated guide for new comers.
COUNSELOR LIST
