Limit User ID/Login to specific center, sharing not allowed
At this time, when we create credentials for a center to use, there is nothing stopping them from using it for all of their locations. Our pricing is assessed per center and right now there is no way to monitor and control the usage for multiple c...
when you select a LOST status for a lead, To be able to Track why opportunity was LOST from a series of drop down choices. Franchise can change status to Lost for Prospect and then select the reason for lost. See tab 3.
to be able to track what happens when a prospect is lost
The new Task should have reminders for the schools to see what action they need to take. Can be part of the calendar, setting reminders. Would all have to be on outlook for this to work.
Lead Lists, Lead Reports should all be Prospect name, Contact info., child's name. Prospect is who the school is contacting through a CRM, not the child/student.
High Priority. Can possibly be helped with prospect form built as needed in KL.
FO/Leadership is able to easily review and select from/use email templates populted by the corp portal - Edits to those templates for each send (adding images, links, signature, etc.) is easy an intuitive
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