Support Center

KW MAPS Coaching CRM

  • View Survey Responses

    Click Coaching Programs from the top navigation menu. Click on your desired client’s name. Fr...

    Apr 19, 2017 02:06PM CDT
  • View Needs Analysis

    Click Coaching Programs from the top navigation menu. Click on your desired client's name. F...

    Apr 19, 2017 02:01PM CDT
  • View Upcoming Client Calls

    There are two ways to view upcoming client calls: Upon logging into your KW MAPS Coaching CRM, view the Cal...

    Apr 19, 2017 02:09PM CDT
  • Send Mass Email

    Click Coaching Programs from the top navigation menu. Select the checkbox next to each of your desired...

    Apr 19, 2017 02:10PM CDT
  • Attach a Survey via Email

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

    Apr 19, 2017 02:13PM CDT
  • View an Email Log

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

    Apr 19, 2017 02:37PM CDT
  • Send recap form and verify it was sent

    Upon logging a call, you will send out a recap of the call to your client. Follow the instructions below for s...

    Apr 19, 2017 02:50PM CDT
  • Update Your Email Address in Zoho CRM

    Log in to accounts.zoho.com. Select My Profile Info. Select Email Address. Click on t...

    Apr 19, 2017 02:50PM CDT

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