Admissions
Tutorials
Note: Turn on your sound. Double-click the presentation window to size to full screen.
CRM Online Marketing Job Aids
- CRM Online Marketing Terminology
- Building a Dialog Framework
- Creating an Email Document
- Creating a Web Document
- Creating an Audience using Audience Builder
- Creating an Audience using PS Query
- Designing a Dialog Flow
- CRM HTML & Email Tips
Prospects (CRM) Job Aids
- Call Report
- Entering a New Contact Cards
- Search Person
- Sending Emails Using Templates
- Sending Free Text Emails
- Viewing Checklists Communications and Comments
Applicants Job Aids
- Search/Match
- Add Application Manually
- View Application, Test Credit Summaries
- Update Checklist Items (By Person)
- Admit Applicant Manually
- View Communications
- Update Application Bio Demo Information
- Update Application Information
Admits Job Aids
- Add Administrative Checklist to a Person
- Add Student to Student Group
- Cancel Graduate Application
- Cancel Undergraduate Application
- Manual Pre-registration Process
- Remove Student from Student Group
- Updating PSEOA Students to Degree Seeking
Transfer Job Aids
- Add Degree Audit Cover Letters to Communication
- Enter Test Credit - Manual
- Enter Transfer Credit
- Request Prospect Advisement Report
- Request Transfer Summary Batch Report
- View Test Credit
- View Transfer Credit
- Transfer Credit Set Up
- Viewing Transfer Credit Equivalents
Misc Job Aids
- Accessing Campus Solutions
- Add Service Indicator to a Student
- Admissions Secondary Users Quick Reference for View Only
- Creating External Organizations
- Online Application Tips
- Password Reset
- Print Individual Applications
- Remove Service Indicator from a Student
- Resolve Multiple IDs
- Run Existing Query Using Query Viewer