Overview and Settings

In your online school there is a built-in section called “CRM System”. It consists of the following subsections:

• Contacts
• Deals
• Tasks
• Funnels

The “Contacts” subsection contains a database of contact information for your contacts. Here you can find information such as name, phone number, date of addition, and actions taken with them.

The “Deals” subsection is designed as a ready-to-use kanban board with customizable stages that can be edited and rearranged.

The “Tasks” subsection is designed for organizing workflow processes. Here, you can create tasks, assign responsible users, set deadlines, and track their completion statuses.

The “Funnels” subsection contains all of your funnels. Here you can create, delete, and edit their names.

This is a brief overview of the CRM system on the Softbook LMS. Now you know what it consists of. To learn how to effectively use it, refer to the detailed manuals for each subsection.