How to Set Up Zoho CRM for Student Admissions (Free Template)

This free template sets up Zoho CRM for school, college or coaching admissions: an enquiry form for your website, Courses and Applications modules, an admissions Kanban from Application Started to Enrolled, and an email to the family at every stage. Download the free template (setup files, step-by-step guide with screenshots, sample data): https://templateit.net/templates/zoho-crm-... What you'll set up: Admission Enquiry web form that thanks the family by email and creates a lead marked Website Courses module with seats, fees and a Seats Left formula Contacts renamed to Students, with a Student ID Applications module with a document checklist and fee details Ready to Apply turns an enquiry into a Student and opens the Application at the course fee Seats counted on enrolment, course marked Full when it fills 10 workflow rules, 7 email templates and an Admissions dashboard Sample courses, students, applications and enquiries You need: Zoho CRM Enterprise (a free trial works) and administrator access. Setup takes about 150 minutes. The pipeline runs in its own Applications module, so it doesn't touch your Deals pipelines or stages. Chapters 00:00 Intro 00:37 Step 1: Create the Courses module 03:27 Step 2: Add Applications and Students 04:17 Step 3: Give Leads the enquiry fields 04:45 Step 4: Add the seven email templates 06:01 Step 5: Build the enquiry web form 09:56 Step 6: Paste in the three functions 10:51 Step 7: Create the ten workflow rules 13:22 Step 8: Import the sample data 14:23 Step 9: Turn Application Stage into a board 15:28 Step 10: Build the Admissions dashboard 16:35 Step 11: Walk one family through it Want it set up or changed for your institution? Ask for a fixed-price quote: https://templateit.net/customization/#quote TemplateIt is independent and not affiliated with or endorsed by Zoho Corporation.