Help Center

Before Login Guide

• Before Login Guide: Firm Registration
• Before Login Guide: Who can Register?
• Before Login Guide: How to set a password?
• Before Login Guide: How is your CRM portal different from others?

FAQ

• FAQ(Free Plan): Company Related FAQs
• FAQ(Free Plan): IT Related FAQs
• FAQ(Free Plan): User Interface Related FAQs
• FAQ(Free Plan): Pricing Related FAQs
• FAQ(Free Plan): Development Related FAQs
• FAQ(Free Plan): Training Related FAQs
• FAQ(Free Plan): Support Related FAQs
• FAQ(Free Plan): Reporting and Analytics FAQs

Settings

• Settings(Free plan): Profile Settings
• Settings(Free plan): Role Permissions
• Settings(Free Plan): Employee Permissions
• Settings(Free Plan): Associate Permissions
• Settings(Free Plan): Page Info Settings
• Settings(Free Plan): Profile Status Settings
• Settings(Free Plan): Change your password, Email, Personal Info

Academy

• What Is Entrily Academy?
• How Entrily Academy Can Help You?
• How to Sign In to Entrily Academy
• Who can take Academy courses?
• How much does it cost?
• How long does one course take?
• What will you get after completing a course?
• Where can you find your certificates?

Task Management

• Task Management (Free Plan): Adding New Task
• Task Management (Free Plan): Tracking Task
• Task Management(Free Plan): Notifying Upcoming Task
• Task Management (Free Plan): Notifying Due Task
• Task Management (Free Plan): Closing Task

Course Management

• Course Management (Free Plan): Track Application TAT
• Course Management (Free Plan): Add Application Notes
• Course Management (Free Plan): Add Application Tasks
• Course Management (Free Plan): Add Attachments
• Course Management (Free Plan): Course Log History
• Course Management (Free Plan): Advanced Filtering Page

Associate Management

• Associate Management (Free Plan) : Adding Associate
• Associate Management (Free Plan): Adding Signature
• Associate Management (Free Plan): Notifying Student list
• Associate Management (Free Plan): View Team List
• Associate Management(Free Plan): Notifying Institution List
• Associate Management(Free Plan): Add Associate Notes
• Associate Management(Free Plan): Add Associate Attachments
• Associate Management(Free Plan): Add Associate Task
• Associate Management(Free Plan): Send Mail through Associate Window
• Associate Management(Free Plan): Associate Log History
• Associate Management(Free Plan): Update Associate Access Status

Features

• Features(Free Plan): User Experience
• Features(Free Plan): Technology
• Features(Free Plan): Integrations
• Features(Free Plan): Security
• Features(Free Plan): User permission
• Features(Free Plan): Records
• Features(Free Plan): Search
• Features(Free Plan): Imports & Exports
• Features(Free Plan): Lead Storage
• Features(Free Plan): Duplicate Management
• Features(Free Plan): Task Management
• Features(Free Plan): Email & SMS Communication
• Features(Free Plan): Texts
• Features(Free Plan): Applications
• Features(Free Plan): Reporting & Analytics
• Features(Free Plan): Implementation
• Features(Free Plan): Training & Support

Student Management

• Student Management(Free Plan)- Profile Management
• Student Management(Free Plan) - Adding Tasks
• Student Management(Free Plan): Adding Notes
• Student Management(Free Plan): Adding Attachments
• Student Management(Free Plan): Manage Applications
• Student Management(Free Plan): Adding Invoice/Fees
• Student Management (Free Plan): Recommended Institutions
• Student Management (Free Plan): Manage Your Shortlist
• Student Management(Pro Plan): Setup the Mail Box
• Student Management(Pro Plan): Send SMS
• Student Management (Free Plan): Log History

Employee Management

• Employee Management (Free Plan): Adding Employee
• Employee Management (Free Plan): Adding Signature
• Employee Management(Free Plan): Updating Access Status
• Employee Management (Free Plan): Notifying Student list
• Employee Management (Free Plan): Employee Log History
• Employee Management (Free Plan): View Team List
• Employee Management (Free Plan): Notifying Institution List
• Employee Management (Free Plan): Add Employee Notes
• Employee Management (Free Plan): Add Employee Attachments
• Employee Management (Free Plan): Add Associate Task
• Employee Management (Free Plan): Send Mail through Employee Window

Application Management

• Application Management(Free Plan): Manage Application
• Application Management(Free Plan): Track Applications Details
• Application Management (Free Plan): Add Application Notes
• Application Management (Free Plan): Add Application Tasks
• Application Management (Free Plan): Add Attachments
• Application Management(Free Plan): Application Log History
• Application Management(Free Plan): Send Mail Through Application Window
• Application Management(Free Plan): Track Tuition Fees
• Application Management(Free Plan): Quick Operations

Leads Management

• Lead Management(Free Plan): Adding Leads
• Lead Management(Free Plan):Bulk Leads Import
• Lead Management(Free Plan): Export Leads with Different Format
• Lead Management(Free Plan): Manage Leads