CRM Online Marketing

• CRM Online Marketing Terminology
• Building a Dialog Framework
• Creating an Email Document
  
• Creating a Web Document 
• Creating, Setting-up, and Using a Web Template
• Creating an Audience using Audience Builder
• Creating an Audience using PS Query
  
• Designing a Dialog Flow 
• CRM Online Marketing HTML & Email Tips 

Prospects (CRM)

• Call Report
• Entering a New Contact Cards
• Search Person
• Sending Emails Using Templates
• Sending Free Text Emails
• Viewing Checklists Communications and Comments

Applicants

• Search/Match
• Add Application Manually
• View Application, Test Credit Summaries
• Update Checklist Items (By Person)
• Admit Applicant Manually
• View Communications
• Update Application Bio Demo Information
• Update Application Information

Admits

• Add Administrative Checklist to a Person 
• Add Student to Student Group
• Cancel Graduate Application
• Cancel Undergraduate Application
  
• Manual Pre-registration Process
• Remove Student from Student Group
  
• Updating PSEOA Students to Degree Seeking

Transfer

• Add Degree Audit Cover Letters to Communication
• Enter Test Credit - Manual
  
• Enter Transfer Credit
• Request Prospect Advisement Report
  
• Request Transfer Summary Batch Report
• View Test Credit
• View Transfer Credit
• Transfer Credit Set Up
• Viewing Transfer Credit Equivalents
  

Secondary Users

• Admissions Secondary Users Quick Reference for View Only
• View Application, Test Credit Summaries (coming soon)
  

Misc

• Accessing Campus Solutions
• Add Service Indicator to a Student
  
• Creating External Organizations
• Enter Comments for an Individual
• Online Application Tips
• Online Application for Admission Tutorial
  
• Password Reset
• Print Individual Applications
• Remove Service Indicator from a Student
• Resolve Multiple IDs
• Run Existing Query Using Query Viewer