This time on Accelerate Slate, join hosts Susanna and Katie for a lively chat about origin sources and groups in your higher ed CRM. Not sure what those terms mean? We've got you covered! This episode breaks down origin source concepts and shares top-notch tips for setting them up and navigating the tricky task of selecting the right source types. By the end, you'll strut away with a comprehensive grasp of origin groups, sources, their strategic use, and the knack for giving them a good refresh. Don't miss out on this enlightening conversation!
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)