Step 3: Import / create students

IN THIS ARTICLE

Quick Start checklist

The first important step before you can start using Inteleagent is to import your existing list of students and prospective students.

On the Students page follow the steps below:

Migrating from another CRM

Switching to Inteleagent from another CRM? We’ve got you covered.

If you're moving from another CRM to Inteleagent, get in touch with us and we'll be happy to help with the migration.

You can easily add Students one-by-one.

Add Your First Student

In the left menu bar, click the ‘+’ button next to Students.

Add Relevant Info

Then, add a name and click “ADD".

Things didn't work as planned? Get in touch with us and we'll help you with your import process.

You can invite us to your account to help out with importing your list of students. Here's how you can do it:

Quick Start checklist