CRM includes an Interest form you can customize and share with prospective families. It's how families enter your pipeline, because every family who completes it is added automatically as a lead. It's essential to send this form first, then share any additional enrollment forms or packets as the child moves through your pipeline.
This article walks you through how to customize your CRM Interest form and share additional forms with families.
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Types of CRM forms
CRM Interest form | A short form that automatically adds families to your pipeline as leads.
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Additional forms you create under Paperwork, such as immunization records, photo consent forms, and your program application.
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Customize CRM Interest form
Log in on the web
In the sidebar menu, click CRM > Setup
Select Interest form
Customize the form and hit Save changes
Share CRM Interest form
Log in on the web
In the sidebar menu, click CRM > Setup
Select Interest form
Click Share
Copy the URL to send or the school code to embed it on your website
Create and share additional forms
Visit the Paperwork tab to create additional forms and packets, or visit our resource Create forms and packets for more detailed steps on creating.
Three ways to share additional paperwork with prospective families
All three options will allow families to complete forms and packets without creating a brightwheel account to speed up the process for them.
From a lead
Open the lead and select Paperwork > Send paperwork in any stage.
When moving a lead
Move a lead to the Application or Enrolled stage and choose to send paperwork.
From Paperwork
Go to Paperwork in the sidebar menu, click Actions > Send to parents, and choose Prospective families when you share it.
View CRM form submissions
CRM Interest form submissions appear automatically in the New inquiry stage of your pipeline. Open a lead to see their form details, then move them to the next stage.
You can find any additional forms a family has submitted in the lead's Paperwork tab, or by going to Paperwork in the sidebar menu.
FAQs
Do I have to use the CRM interest form, or can I use a form already linked on my website?
To have families added as leads automatically, you'll need to use the CRM interest form. You can embed it on your website or link it anywhere. Forms from the Paperwork tab don't create leads, so we recommend sharing the interest form first, then sending additional forms as the family moves through your pipeline.
How are forms under Paperwork different from the CRM interest form?
The CRM interest form adds families to your pipeline. When a family completes it, they're added to New inquiry as a lead automatically. Paperwork forms don't add families to your pipeline.
Families also have a different experience. They can complete the CRM interest form without a brightwheel account by verifying their email with a one-time code.
Paperwork forms work the same way only when you send them from the Leads page or select Prospective families when sharing. Otherwise, families need to create a brightwheel account first.
Do families need a brightwheel account to complete CRM forms?
No. Families don't create an account or download the app. They verify their email with a one-time code. This applies to the CRM interest form and to any Paperwork forms or packets you send from the Leads page or by selecting Prospective families.