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.
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’s connections, click directly on the center. From there, choose the phone number and email assigned to that location and save your changes. Each center can have its own set of connections.
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.
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.