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