Welcome to the Constituent Relationship Management (CRM) system student success online training guide. The CRM system manages relationships and interactions with constituents and potential constituents. This training guide focuses on core CRM functionality, with an emphasis on use of the system as an Advisor at JMU.
Click on one of the following links to navigate to a specific section of the training or click the "Begin" button to start the tutorials in sequential order.
- Important Notes
- How to Access
- Getting Around
- Connecting Outlook
- Preparing Appointment Availability
- Setting Up Appointment Availability
- Creating Appointment Invitations
- Appointments
- Group Appointments
- MyMadison Connect (Student Portal)
- Student Accounts
- Cases
- Email Templates
- Alerts
- Reports
- Dashboards
- Additional Resources
Information Technology
