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CRM Advise Adding a Coaching Appointment

Add a Coaching Appointment to the Student Record in CRM Advise.

CRM Advise Adding a Task to a Student Record

Document a withdrawal and other information using the Add Task tool in the Activities section of CRM Advise.

CRM Advise Adding a Phone Call to a Student Record

Document a phone call in CRM Advise.

CRM Advise Creating and Using Bulk Communication Plans

CRM Advise Setting a Default Dashboard

CRM Advise Search Function and Reviewing the Student Record

CRM Advise Sending an Email out of Advise via the Activities Module