Families often reach out to several schools at once, and a quick reply can make a big difference. CRM notifications alert admins the moment a family submits an inquiry or books a tour, so you can respond while their interest is fresh.
âšď¸ Not seeing brightwheel CRM in your account yet? Itâs rolling out to all programs soon. To get an email when itâs ready for you, go to CRM in the sidebar menu on the web, then click Notify me.
Types of notifications
New inquiries
When a family fills out your interest form, or other packets, you'll get a notification.
Selecting the notification opens up the form details so you can follow up.
Scheduled tours
When a family schedules a tour, you'll get a notification letting you know. Selecting it opens the Tours page so you can see the details and prepare for the visit.
Where to see notifications
You'll get both an in-app notification and an email for new inquiries and scheduled tours.
FAQs
Can I turn off notifications for CRM?
Notifications can't be turned on or off for individual users just yet. We plan to add more options in the future.
Who receives CRM notifications?
All Administrators.