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CRM & Cohort

CRM & Cohort

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

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

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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 a New Drip Campaign

Explore ConexED's New Drip Campaign Feature!

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Registration Forms

Understanding Registration Form Fields

Activity Tracker

How to Log an Activity on a Student Record