You can Delete a user from the Admin Panel, under User Admin. Before deleting a user, please note: You will no longer be able to assign/allocate anything to the deleted User. The User will remain as Account Manager on Contacts The User will be removed from Programs/Course as a Instructor/Manager The User’s Good News, comments, posts will remain […]

Create your own list of Lead Sources! From Trade-shows to Social Media campaigns to Referral Programs, you will always know how your client’s came to find you. Add a New Lead Source Go to your Admin Panel and select the Lead Source, found under Sales and CRM.   Click Add Lead Source and your will see a textbox appear Enter […]

Customize the types of Campaigns managed within the OS.  There is a default set of 9 Campaign types to get your started: Direct Mail Email MMS Presentation Radio SMS Trade Show TV Website banner Add a New Campaign Type From your Admin Panel, select Campaign Type under Sales & CRM. Click Add Campaign Type, and you will see […]