Phone Calls
Parents
Emails
Visits & Events
Workspaces
100
This is the keyboard shortcut to create a new Interaction.
What is Ctrl+E
100
If a parent contact us, their interaction should be logged here.
What is the Lead level/Student record?
100
You can use a #shortcut to insert one of these common templates into your email.
What is Canned Response?
100
This is what we call a student who is registered for an event.
What is a Participant?
100
You will be in this workspace when you are responding to emails.
What is the Interactions workspace?
200
You will always select this icon before logging & closing a new Interaction.
What is "Resolve"?
200
If a parent emails us, we will do this after responding to them. This will make sure they are connected with their student.
What is add a Relationship?
200
You will do this before answering an email to familiarize yourself with a student's situation.
What is Lead lookup?
200
If someone wants to join a Preview Event and can only register on the phone, you should go here to register them.
What is the online registration form?
200
If a student wants to visit campus, you will set up their visit from this workspace.
What is the Frontline Workspace?
300
After you create an Interaction, you fill out this property to make sure the Interaction is associated with the right student.
What is Regarding Lead?
300
Before adding a Relationship, you should do this to make sure both people are in the system.
What is Contact lookup?
300
This is the alias that all of your emails should be sent from.
What is admissions@spu.edu?
300
After you have added an Event, you will need to do this to add the details.
What is open the Event registration?
300
Within the Interactions workspace, you will look in this tab to find the emails that are Assigned to you.
What is My Inbox?
400
If a Prospect initiates a phone call, you would summarize the conversation in this box of a new Interaction.
What is the top Contact Message box.
400
If a parent calls with the same question you answered for their student yesterday, you would do this to group their Interactions together.
What is Add a Message?
400
Always make sure this field is filled out before you send an email response, to make sure the email is connected to on a student record.
What is "Regarding Lead"?
400
You will select "registered" under this property in order to indicate that a participant wants to attend the event.
What is "Participation Status"?
400
When you create a new email to a student, you will be in this workspace.
What is Frontline workspace?
500
If you are in the middle of logging an Interaction and the phone rings, you should do this before starting another Interaction.
What is finish & Save the first Interaction.
500
When adding a Relationship, this person will be the Primary contact.
What is Student/Lead?
500
To create a new outgoing email, select the name of the person you wish to contact, then right click and select this from the dropdown menu.
What is "New Message"?
500
If someone wants to stay overnight, navigate to this tab to input their request.
What is "Event Housing"?
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