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CRM Categories & Actions

Manage Entities

Watch the How-to Video On the manage entries page you can record your remarks, incidents, complaints or actions and keep Students and parents informed. In the list below you can

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Add New CRM Actions

Add New CRM Completion Result Once you click on the +Add New button you will see a popup window in which you will be able to create a new CRM

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Create New Entity

To create a new entity, you need to click on the +Create New button located on the top left side of Figure 2. Once you have done this, you will

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