Diemera Help Center
CmsCrm

Create and Manage a Lead

Add a lead, update its details, and move it through the pipeline.

  1. Open CRM, then click Leads.
  2. Click the action to add a lead.
  3. Enter the lead’s contact details and source.
  4. Save the lead, then open it from the pipeline.
  5. Update its status, assignment, notes, or follow-up details as work progresses.

CMS Orientation

Find the main areas of the Diemera CMS and open contextual help.

Manage Classes and Family Schedules

Update class information that appears in studio and family workflows.