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Ellucian CRM Advise On-Demand Learning Path

On-Demand training for Ellucian CRM Advise is provided to Ellucian's customers as a benefit of their product maintenance agreements. Training is listed below in the recommended sequence.

Click view details to see the full description of each course, and to launch it. If you are not logged in to this site, you will be prompted to log in.

  Course Name 1.3 1.4 1.5 1.6 1.7 1.10 2.0 2.1
01 Ellucian CRM Advise Overview view details
02 Adding Alerts to the Students in the Faculty Portal view details view details
03 Navigating in Ellucian CRM Advise view details
04 Managing Dashboards and Reports view details
05 Managing Users, Security Roles, and Teams view details
06 Managing Data view details
07 Managing System Administration view details
08 Using Advanced Finds and Views view details
09 Managing Alerts and Activities view details
10 Managing the Success Engine view details
11 Managing Communications and Engagement Plans view details
12 Creating Communication Plans n/a view details
13 Working with Imports view details
14 Using Case Management n/a view details
15 Technical Integration view details
16 Scheduling a Business Closure for the Entire Institution for Student Self-Service n/a view details
17 Managing Schedules and Appointments n/a view details
18 Communicating with Bulk Email n/a view details
19 Accessing Other Support Options view details