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FAQ
School CRM
Recording Inquiry Action
Recording Inquiry Action
There are multiple ways to record inquiry actions.
-
Recording Inquiry Action - Individual
-
Recording Inquiry Action - Bulk
-
Recording Inquiry Action - by Evaluator
- Importing Inquiry
Action
Note
: Many types of inquiry actions may be recorded indirectly. For instance, when a parent inquires on the CMS Parent Portal, an initial action is assigned to the inquiry when they press the submit button. When the parent submits the Application Online, another action is applied when they press the submit button.
Action
s may also be scheduled or applied automatically based on the
Admissions Checklist
an inquiry is associated with.
See also
Recording Inquiry Action - by Evaluator
Recording Inquiry Action - Individual
Recording Inquiry Action - Bulk
Admissions Checklist
Action
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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