Adding CRM Categories

CRM stands for Customer Relationship Management.  This allows shuls to keep track of when to follow up with a member about a phone call or a way to keep track of certain notes on a person.  Categories enable users to set privacy rules that are visible to only certain people in the system. It also lets users organize the CRM's that are created in the system. 

Short Video 

Access the short video in ShulSchool 

To access your ShulSchool account, follow the steps below: 

1. Login to your ShulCloud account as an Admin.  
   (anyone you want to have access to ShulSchool needs to have at least one admin permission) 
2. Select the "?" in the menu bar. 
3. Click on ShulSchool. 

Creating a New CRM Category

To create a new CRM Category,

1. Navigate to Admin > My Lists > CRM Category
2. Enter the name of the new Category. 
3. Specify who this category is visible to either with Tags, Admin Permissions, or both. The list that is populated on that drop down is from the Tags that are created in the system.  Anyone who has the certain tag selected on their account will be able to view the information for this CRM Category. 
4. Select Create New to save.