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Umai CRM › Knowledge Base › Main Screen

Main Screen

Hashtags 33
#WhatsApp9 #Instagram3 #Robot3 #Auto-reminders5 #Broadcast4 #Notifications8 #Access12 #Role3 #Report25 #Permissions4 #Group23 #Dialogs1 #Chats5 #Grade3 #Rating1 #QR1 #Visits10 #Payment27 #Payroll4 #Export2 #Import2 #Status28 #Debt9 #Arrears1 #Lead17 #Manager11 #Teacher19 #Student36 #Employee18 #Metrics18 #Filter11 #AI bot3 #Template7
Categories
Categories
All articles 109 Modules 4 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 17 Finance 5 Analytics and Reports 20 Integrations 2 Settings 13 Mailings 5 Notifications 2
Total: 3
UMAI CRM
How to get started with Umai: setup wizard
🕒4 min Main Screen
How to get started with Umai: setup wizard
The setup wizard helps quickly prepare the system for work after center registration: specify the field of activity, create the first class, add the first student, and configure automatic messages to parents. Completing the wizard takes a few minutes and allows you to start working in the system right away.
#Auto-reminders #Group #Student
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UMAI CRM
Information blocks
🕒1 min Main Screen
Information blocks
Lists that require the administrator's attention are located in the central part of the screen.
#Notifications #Debt #Metrics
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UMAI CRM
🕒2 min Main Screen
Main screen
The Main screen is a workspace that gathers the center’s key metrics and provides quick access to the system’s main sections.
#Notifications #Report #Metrics
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