Help Page - Lead CRM & Managing Waitlists Guides & Videos

This article contains all the links to the University links for Guides and Videos to assist you with managing your CCS Enrolments for your Service.

Videos

Enrolment Form

Setting up & configuring the waitlist module for your centre.

Customising & Configuring the Enrolment form for your centre

Importing & Managing Leads

Waitlist

How to Embed the EOI form widget to your website

How to create a new waitlist application

How to edit an existing waitlist application

How to search and filter the waitlist applications

How to accept/offer the places to the guardian through waitlist application

How to confirm an enrolment application from pending enrolments

Lead CRM

Lead CRM - Setup

Lead CRM - Guardian Booking a Tour

Lead CRM - Managing Leads & Tours

Lead CRM - i Frame

Lead CRM - User Permissions

Waitlist Application Report

Viewing/editing System Email Templates

Leads & Waitlist process - to get you started

Guides

Setting up & configuring the waitlist module for your centre.

Customising & Configuring the Enrolment form for your centre.

How to Embed the EOI form widget to your website

How to create a new waitlist application

How to edit an existing waitlist application

How to search and filter the waitlist applications

How to accept/offer the places to the guardian through waitlist application

How to confirm an enrolment application from pending enrolments

Lead CRM - Setup

Lead CRM - User Permissions

Lead CRM - Managing Leads & Tours

Lead CRM - Guardian Booking a Tour

Lead CRM - Life Cycle & Statuses

Lead CRM - New Enquiry for an Existing Family

Lead CRM - Adding a new Lead to an Existing Enquiry

Adding Priority of Access to the EOI Form

Lead CRM - Leads Screen Report

Changing Application Date

Lead CRM & Waitlist Emails

Viewing/editing System Email Templates

Updated on: 03/11/2025