-
How to Configure Your CRM Settings
- EduCtrl CRM offers a powerful and modular settings panel that allows administrators to configure branding, workflows, integrations, and automation. This article explains each configuration category...
-
Setting Up Custom Lead Stages
- EduCtrl CRM allows administrators to define custom lead stages to reflect the organization’s unique sales process. Proper configuration helps in streamlining follow-ups and lead tracking.Step-by-St...
-
Adding Custom Fields to Student Profiles
- Learn how to extend student or lead profiles in EduCtrl CRM using custom fields (attributes), so your team can collect the exact data needed for your processes.PrerequisitesAdmin access is required...
-
Personalizing Notification Preferences
- Learn how to customize your in-app and email notifications in EduCtrl CRM to stay informed about updates that matter to you — including leads, students, applications, and tasks.PrerequisitesYou mus...
