Demo Enquiry CRM

What you can do

Access & setup

Intended access: Platform administrator.

• Platform administrator access.
• Choose the relevant school, academic session or child before working.

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

How the workflow works

1. 01

   Find a walkthrough enquiry and assign its owner

   Platform administrator access.

2. 02

   Record its status, demo date or next follow-up

   Search and owner filters is part of the documented workflow.

3. 03

   Add an internal note after contacting the school

   Demo/follow-up dates is part of the documented workflow.

4. 04

   Mark the confirmed outcome and review history

   Review the result in the connected record or workspace before moving on.

Rules & current limits

• Campaign links are tracked only where collection is enabled. In-app reminders do not send outbound messages. Marketing administration requires the platform-admin flag.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

Open the actual application

ERP links use your assigned account. Record-specific pages start from the list so you can choose a real record.

Keep exploring