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Ellucian CRM Advise

On-demand courses for CRM Advise 2.1

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Course Summary Duration Access Required Action
CRM Advise
Ellucian CRM Advise Overview This course provides an overview of Ellucian CRM Advise. 44 minutes free view course
Adding Alerts to the Students in the Faculty Portal This course contains a series of lessons on adding alerts to students in the Faculty Portal. 7 minutes free view course
Setting Up and Using Alerts In this course, you learn about setting up and using alerts. 13 minutes free view course
Navigating in Ellucian CRM Advise This course contains a series of lessons on how to navigate in Ellucian CRM Advise. 7 minutes free view course
Managing Dashboards and Reports This course contains a series of lessons on managing dashboards and reports. 20 minutes free view course
Managing Users, Security Roles, and Teams This section contains a series of lessons on managing users, security roles and teams. 11 minutes free view course
Managing Data This course contains a series of lessons on managing data. 11 minutes free view course
Managing System Administration This course contains a series of lessons on managing system administration. 12 minutes free view course
Using Advanced Finds and Views This course contains a series of lessons on using Advanced Finds and views. 15 minutes free view course
Managing Alerts and Activities This course contains a series of lessons on managing alerts and activities. 28 minutes free view course
Managing the Success Engine This course contains a series of lessons on managing the success engine. 42 minutes free view course
Managing Communications and Engagement Plans This course contains a series of lessons on managing communications and engagement plans. 30 minutes free view course
Creating Communication Plans In this course you learn how to create communication plans. 30 minutes free view course
Working with Imports This course contains a series of lessons on working with imports. 31 minutes free view course
Using Case Management In this course, you learn how to use Case Management. 20 minutes free view course
Technical Integration This course contains a series of lessons on technical integration. 42 minutes free view course
Scheduling a Business Closure for the Entire Institution for Student Self-Service In this course you learn how to set schedule a business closure for the entire institution for Student Self-Service. 2 minutes free view course
Managing Schedules and Appointments In this course you learn how to manage advisor schedule and appointments. 15 minutes free view course
Communicating with Bulk Email In this course, you learn to communicate using bulk email. 15 minutes free view course
Accessing Other Support Options This course contains information for accessing other support options. 18 minutes free view course
Sending Mobile Notifications In this course, you learn about sending mobile notifications. 8 minutes free view course

On-demand courses for CRM Advise 1.3 through 2.0

Course Version
1.3 1.4 1.5 1.6 1.7 1.10 2.0
Ellucian CRM Advise Overview view course
Setting Up and Using Alerts n/a view course
Navigating in Ellucian CRM Advise view course
Managing Dashboards and Reports view course
Managing Users, Security Roles, and Teams view course
Managing Data view course
Managing System Administration view course
Using Advanced Finds and Views view course
Managing Alerts and Activities view course
Managing the Success Engine view course
Managing Communications and Engagement Plans view course
Creating Communication Plans n/a view course
Working with Imports view course
Using Case Management n/a view course
Technical Integration view course
Scheduling a Business Closure for the Entire Institution for Student Self-Service n/a view course
Managing Schedules and Appointments n/a view course
Communicating with Bulk Email n/a view course
Accessing Other Support Options view course
Sending Mobile Notifications n/a view course
Ellucian

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