Staff Portal Help
Below you will find PDFs/documents on the Staff CRM Portal that will help you navigate the system:
- 360 Degrees view
- How a user can add an interest
- Adding/updating email signature on CRM
- CRM menu bar
- How to complete a follow up
- Manage my leads options
- Managing lead activities
- Break down of registration page
- Cheat sheet form managing leads
- Adding a lead association
Note: Documents and PDF's are being updated and added continuously please check back. If you do have a request for IT to upload a specific training/overview of a function that is on the CRM please send a ticket to email@example.com.
We have also created Volunteer, Host Family and Study Abroad help pages to assist anyone that may have issues when accessing their accounts. You can view these pages by clicking on the above interests.
If you are a Volunteer and Host Family member you can click here to access your Host Family Account.
If you have any questions please contact firstname.lastname@example.org.