Match your courses to your CRM
Published
crm
course matching
courses
course of interest
Your CRM probably has a field for the course or product a student is interested in. This step matches your course names to the values in that field, so each lead lands against the right course.
How to match
- We pre-match courses where we can, with a confidence indicator for each match.
- Review each match, and confirm it or choose the correct CRM value from the list.
- Continue once every course is matched. The counter shows how many are done.
Tip
Check low-confidence matches carefully. A wrong match means leads are recorded against the wrong course in your CRM.