Knowledge Base : CounselMore Support
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SALES & DEMONSTRATIONS
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
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Knowledge Base : CounselMore Support
SALES & DEMONSTRATIONS
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
SALES & DEMONSTRATIONS
FAQ, Good-to-Know, Ask before you buy, Reach us for questions
Sales, Free Trials, Demonstrations
Sales, Free Trial, Demo - Fiske Guide summary column, retrieve from the College Data Menu
Sales, Free Trial, Demo - Moving Over From another platform, migration
Sales, Free Trial, Demo - College List Building Sold Separately
Sales, Free Trial, Demo - Client Intake, Onboarding & Client's Portal Adoption
Sales, Free Trial, Demo - Custom Technology Solutions
Sales, Free Trial, Demo - Platforms integrated with CounselMore
Sales, Free Trial, Demo - Extend my Free Trial
Sales, Free Trial, Demo - How Do I Subscribe/purchase a plan?
Sales, Free Trial, Demo - How Do I Register For A Free Trial?
Sales, Free Trial, Demo - Transition to new software How do I transition to a new software platform?
Sales, Free Trial, Demo - CounselMore Software Longer Demo
Sales, Free Trial, Demo - In app Capabilities Tour, Compass Button
Sales, Free Trial, Demo - CounselMore Software 3 min. Demo
Sales, Free Trial, Demo - How many students would my subscription cover?
Sales, Free Trial, Demo - Building a DIY Parent Product
Sales, Free Trial, Demo - What does the Parent portal look like?
Sales, Price, Cost - Per Student Pricing, Add Staff Members
Sales, Free Trial, Demo - How Do I Register For A Free Trial?
Sales, Free Trial, Demo - Multi License, Management Suite
How can CounselMore organize my college planning company? We have many counselors...
Demo - Counselor is notified upon assignment completion
Sales - Add new license, add staff, add user
Members - Promotions, Associations, Discounts
Sales - Sample Student, Demo Danny, Any Awesome, Benny Brilliant
How to run a low touch group process using CounselMore
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