Slate Counselor Slate Training - Complete Tutorial for Counselors Using the Slate CRM
Kaceli TechTraining Kaceli TechTraining
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 Published On Sep 13, 2023

A comprehensive tutorial for counselors on using Slate by Technolutions. The tutorial is designed to be a complete training to get counselors onboarded for institutions using Slate as their admissions CRM.

➡️ Here are the time markers:
0:00 Getting started with the Slate interface and modules.
4:08 Locating records in Slate
6:39 Overview of the components of the dashboard for records
10:15 The Timeline in Slate
12:10 Application Tab
12:45 The Profile Tab
19:04 Materials in Slate records
21:40 Components of an application
30:23 Impersonating student applications
31:35 Impersonating the student portal
32:35 Reading applications in Slate
36:39 Completing review forms in the Reader
41:37 Releasing decisions (manual process) in Slate
45:41 Reply to Offer of Admission
47:52 Using AI in Slate to reply to emails

The Counselor Guide will be posted soon.
If you prefer to review shorter segments, please refer to this playlist:    • Slate (by Technolutions) Training - A...  

➡️ Please stay tuned and subscribe if you are trying to learn about Slate by Technolutions. There are more modules coming including a complete tutorial for the counselors. I would appreciate if you could also press Like as it helps promote the video as useful. New videos will be published on Wednesdays at 11:30am.

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#SlateTutorials #UsingSlate #kacelitechtraining #slatecrmtraining

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