- Knowledge Base : CounselMore Support
- ACCOUNT SET UP
- New Account - COLLEGE SEARCH NAVIGATION
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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
College List - My Database: Save search filters
College List - My Database: Save search filters Click the round menu button > search
College List - My Database: Save search filtersClick the menu button > search
Select your filters on the left and click Save Filters
Name your filter and click save
How to use My Saved Filters:
From any college list:
Counselor Student or App Tracker
- Click the menu button.
- Select Search from the drop down menu.
- Click on My Database.
- Look for the button Saved College Search Filters