Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

Categories

All articles 98 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 7 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 11 Finance 4 Analytics and Reports 18 Integrations 2 Settings 12 Mailings 5 Notifications 1

#Export

Found: 2 · reset

🕒1 min Students

In the Documents (Документы) tab you can work with a Student's documents: upload ready files or generate documents directly in the system.

#Export #Student #Template

🕒13 min Students

The section is used to maintain the student database. Student cards are created here, contact details are stored, and key information about education is displayed.

#Export #Student #Filter