Support Center

KW MAPS Coaching CRM

  • Add Components to the Dashboard

    You will need to have four components on your dashboard (Home tab): (1) Client Calls Scheduled for Next 7 Days...

    Apr 19, 2017 01:17PM CDT
  • Update Coach Profile

    Click Coaches from the top navigation menu​. ​​ Select your name from the list. From the Profi...

    Mar 23, 2017 10:33AM CDT
  • Initiate Requests

    Click Coaching Programs, located in the top navigation menu. Click on your desired client name. ...

    Apr 19, 2017 02:18PM CDT
  • View Open Requests

    Click Coaching Programs from the top navigation menu. Select your desired Client from the Coaching Pro...

    Apr 19, 2017 01:43PM CDT
  • View My Clients

    Click Coaching Programs from the top navigation menu. Your clients will be displayed on the screen in ...

    Apr 19, 2017 01:44PM CDT
  • Relevant Coach Tabs

    The relevant coach tabs include (1) Home, (2) Coaching Programs, and (3) Coaches. All other tabs are not used ...

    Apr 19, 2017 01:45PM CDT
  • Log a Call

    Click Coaching Programs from the top navigation menu. Click on your desired client. Click C...

    Apr 19, 2017 01:48PM CDT
  • Add Additional Tabs to Top Navigation Menu

    Click the More (···) icon, located in the top navigation menu. ​​ Select your desired menu item. ​​ ...

    Apr 19, 2017 01:54PM CDT
  • Use the Left Panel Filter

    To narrow down each section of your database, use the left panel filters available on each tab except the Home...

    Apr 19, 2017 01:56PM CDT
  • Create an Email Signature

    While sending emails to your clients, you can embed a signature automatically in the body of the message. Sign...

    Apr 19, 2017 02:52PM CDT

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