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CRM and Cohort Solution

CRM and Cohort Solution

Discover comprehensive answers and detailed guides to effortlessly navigate and utilize our CRM with Cohorts, Milestones and Messaging Center

How To Edit or Add a Question to a CRM Registration Form.

Cohort Admin Center

Create Cohort Categories

Add Students to a Cohort

Customize Cohorts

Add a Cohort Category Admin

ConexED Office Hours: Strategic Cohort and Milestone Creation for Retention

Set Managerial Access to a Cohort

Using Milestone Progress Alerts

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Milestones

Connect an Existing Appointment to a Milestone

Approve or Deny a Milestone Completion Request

Student Dashboard and Milestones the Student View

Create Standard Milestones

Create Whiteboard Milestones

Create Event Milestones

Create Meeting Milestones

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Messaging Center

Send Message to Cohort Category

Send Message to a Cohort

Search by Incomplete Milestone

Search by Completed Milestone

Open Cases from a Cohort

Activate Proactive Alerts from a Cohort

How to Create an Email Template for Drip Campaigns

How to Create an Audience Segment

How to Create a New Drip Campaign

Explore ConexED's New Drip Campaign Feature!

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Registration Forms

How to Create CRM Registration Forms

Understanding Registration Form Fields

Activity Tracker

How to Log an Activity on a Student Record

Recruitment Center

How to Manage an Advisor Pool Within the Recruitment Center

How to Configure Recruitment Pipeline Settings in the Admin Panel