The Enterprise CRM Settings page allows you to manage properties, connections, centers, and stages across your organization. While many settings function similarly to the site level, enterprise accounts include additional controls for organizations with multiple locations. This article walks through each tab within CRM Settings and highlights what applies organization wide versus by center.
Lead, Guardian, and Student Properties
The Properties tab allow you to collect and organize information for your leads, guardians, and students. You can create custom properties, map them to CCMS fields, and control how they appear within lead profiles.
For enterprise accounts, properties are shared across all locations. Any property that is created, edited, or deleted at the enterprise level will be reflected at every center. Likewise, changes made to properties at an individual location will appear across the organization. Property updates apply everywhere, regardless of where they are made. For detailed steps on creating, mapping, and managing custom properties, click here.
Enterprise accounts also support Site properties, a property type exclusive to enterprise CRMs. Site properties let you define custom fields at the location level, such as a tour guide name, director email, or site-specific notes. Values are set per center and save independently for each location. To create a Site property, go to CRM > Settings > Properties > New property and set the Association to Site.
To enter values for each center, go to CRM > Settings > Centers, click a center, and select Additional details.
Once a Site property has a value assigned, it can be used as a merge tag in email and SMS templates. Site-association fields appear in the merge tag picker when composing emails or SMS templates. At send time, the value pulls from the lead's assigned site, so the same template personalizes correctly for leads across different locations.
Phone, Email, and Calendar Connections
The Connections tab allows you to connect phone numbers, email accounts, and calendars for use within CRM. Once connected, admins can send messages, make calls, and schedule meetings directly through CRM.
For enterprise accounts, connected phone numbers and email accounts are available across all locations. If a phone number or email is added, edited, or removed, that change will apply organization wide. Updates made at a specific location will also be reflected at the enterprise level and across other centers. The number of email and calendar connections you can add is based on how many sites have CRM enabled, plus one additional connection.
You can assign different connections to individual centers using the Connections and Centers tab, while still managing all connected accounts in one place. For detailed steps on creating and managing phone numbers, email connections, and calendars, click here.
Viewing and Updating Center Connections
The Centers tab displays all locations connected to your enterprise account. This tab is only available for organizations with multiple locations. Single-location accounts will not see this option. For each center, you can view whether a phone number and email address are connected.
Use the search bar to quickly locate a specific center, or click Add filters to narrow your results.
To update a center, click the pencil icon to the right of the center. The Edit center details window lets you update the following:
Site owner
Address line 1
City
State
ZIP code
Website
Phone number
Email address
Default meeting type
Default enrollment listing link
Click Save changes when finished.
You’ll see the Centers tab within CRM Settings for enterprise accounts, whether you’re viewing CRM from the enterprise level or inside a specific location. Updates made from either view will be reflected everywhere.
Managing Connections Across Centers
Under the Connections tab, you can also see how phone numbers, email accounts, and calendars are assigned across your organization. Each connection will display how many centers are currently linked to it.
Click the # center(s) connected link to quickly view which locations are tied to that specific phone number or email account. From there, you can jump directly to update those center assignments as needed.
This makes it easy to manage connections in one place while still maintaining separate assignments for each location.
Set the Site Owner
Each center can have a designated Site owner, the staff member responsible for leads and tasks at that location. Assigning a site owner allows you to route automation tasks and meeting-type task reminders to the right person at each location automatically.
To set a site owner:
From your Admin Dashboard, navigate to CRM > Settings > Centers.
Click the pencil icon to the right of the center you want to update.
In the Edit center details window, click the Site owner dropdown and select a staff member.
The dropdown is scoped to enterprise users and users assigned to that site.
Click Save changes.
Once a site owner is set, you can use the Default owner per site option when creating automation tasks and meeting-type task reminders. This routes the task to whoever is set as the site owner for the lead's location, so a single automation works across all of your centers.
When you select Default owner per site in an automation or meeting-type task reminder, you'll be prompted to set a Fallback assignee. This person receives the task if a site has no owner set.
You can configure Default owner per site in two places:
Automations: When creating a task, set Assigned to to Default owner per site.
Meeting-type task reminders: Inside a meeting type, set the task reminder's Assign to field to Default owner per site.
Manage CRM Stages
The Stages tab allows you to customize the key phases of your sales and enrollment process. From here, you can add new stages, rename existing ones, reorder them, and designate terminal stages.
For enterprise accounts, stages are shared across all locations. Any updates made to stages, whether from the enterprise level or within an individual location’s CRM, will apply across the organization.
For step-by-step instructions on creating and managing stages, click here.