Message Central

This is a messaging system used by coaches to contact their students and potential leads.

The message center can be accessed by selecting the  icon located under the Student name and WUCI on the Student Account page of Caddymaster. A similar icon is located in the Action column of the Player Search in CRM which will also navigate to Message Central.

  1. Includes the student name and WUCI. The different drop down menus outline different aspects of the player that coaches can fill in as the information is obtained.
  2. The student's contact information.
  3. A breakdown of the last lesson the student has taken, their next lesson, the number of lessons the student has left, and the Students last purchase information.
  4. This section is identical to Contact History on the Student Account page. All email communications sent to the student or phone conversation notes are catalogued here.
  5. Shows coach notes on the player. 

 

The remaining functions (such as Phone Script, ect.) will be covered in individual articles as they go more in depth.