WSB Knowledge Base
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Title: LRM Knowledge Base  
Author: Dean McInerney Feb 17, 2017
Last Changed by: Jane Zhang Jan 11, 2021
Tiny Link: (useful for email) https://wiki.wsb.wisc.edu/x/cwL2
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Hierarchy
Parent Page
    Home page: WSB Knowledge Base
Children (11)
    Page: General CRM User Documentation
    Page: Prospective Student (Lead) Management
    Page: Admissions Application Management
    Page: Admissions Application Support
    Page: Corporate and External Relations
    Page: Outlook Connector
    Page: System Integrations
    Page: General CRM Features
    Page: Emails W/ Or W/o ClickDimension In WSB LRM
    Page: Contact Entity Record Analysis
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Recent Changes
Time Editor  
Jan 11, 2021 14:50 Jane Zhang View Changes
Oct 29, 2020 13:29 Sef van Kan View Changes
Oct 29, 2020 13:27 Sef van Kan View Changes
Oct 20, 2020 13:58 Jane Zhang View Changes
Apr 20, 2020 13:14 Jane Zhang  
Outgoing Links
External Links (56)
    https://wiki.bus.wisc.edu/display/KB/Documents+Fail+to+Uplo…
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    https://wiki.bus.wisc.edu/display/KB/Creating+Contact+for+E…
    https://wiki.bus.wisc.edu/display/KB/Tracking+Emails+Using+…
    https://lrm.wsb.wisc.edu/WSBLRM/main.aspx
    https://wiki.bus.wisc.edu/display/KB/Residency+Application+…
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    https://wiki.bus.wisc.edu/display/KB/BBA+Lead+Management
    https://wiki.bus.wisc.edu/display/KB/Add+an+Advisory+Board
    https://docs.microsoft.com/en-us/dynamics365/customer-engag…
    https://wiki.bus.wisc.edu/display/KB/Sending+a+Bulk+Email+f…
    https://wiki.bus.wisc.edu/display/KB/Admissions+Application…
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    https://wiki.bus.wisc.edu/display/KB/Glossary+of+External+R…
    https://wiki.bus.wisc.edu/pages/viewpage.action?pageId=1612…
    https://wiki.bus.wisc.edu/display/KB/Prospective+Student+Da…
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    https://wiki.bus.wisc.edu/display/KB/Prospective+Student+Ev…
    https://wiki.bus.wisc.edu/display/KB/Using+LRM+within+Outlo…
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    https://wiki.bus.wisc.edu/display/KB/Adding+Activities+Thro…
    https://wiki.bus.wisc.edu/display/KB/Import+Prospective+Stu…
    support.wsb.wisc.edu
    https://wiki.bus.wisc.edu/display/KB/Application+Stages+and…
    https://wiki.bus.wisc.edu/display/KB/Secure+Document+Storag…
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    https://wiki.bus.wisc.edu/display/KB/Life-Long+Relationship…
    https://wiki.bus.wisc.edu/display/KB/Returning+Applicants
    https://wiki.bus.wisc.edu/pages/viewpage.action?pageId=1612…
    https://wiki.bus.wisc.edu/display/KB/Lead+Prioritization%3A…
    https://wiki.bus.wisc.edu/display/KB/Duplicate+Record
    https://wiki.bus.wisc.edu/pages/viewpage.action?pageId=1612…
WSB Knowledge Base (48)     Page: LRM for Career Services & External Relations (LRM-CER)
    Page: Update Marketing List for Event Email Sends
    Page: Creating an Admissions Test Account
    Page: Application Fee Waiver
    Page: Finalizing Applications
    Page: Campaign Automation for Leads Management
    Page: Unblock an Email from ClickDimensions
    Page: Resolve application dashboard display or "log in" error
    Page: SIS Matriculation Date
    Page: Finding Authorizers
    Page: SIS Data Load
    Page: Sending Microsoft Dynamics Email Templates
    Page: Lead Status Definitions
    Page: Post-Submission Application Adjustment Quick Reference
    Page: Add, Update, or Remove Recommendation Questions
    Page: Manage Lead Interest With Data Import Interest Expire Workflow
    Page: Dynamics 2016 Basic Functionality Differences
    Page: Contact Entity Record Analysis
    Page: Basic People Contact in LRM
    Page: Electronic Recommendation Records
    Page: Create a New Prospective Student (Lead) Record
    Page: BEL High School Counselors
    Page: How to utilize the advanced find query tool in LRM
    Page: Constituent Roles
    Page: Student Application Re-entry Process
    Page: Campaign Automation for FTMBA Admit Email Series
    Page: Reviewer Reference Guide
    Page: Troubleshooting Recommendation Problems
    Page: Essential LRM Navigation
    Page: Manage "Invalid recipients" identified by Click Dimension
    Page: Allow Users to Send Email on Your Behalf
    Page: Reactivate a CRM Deactivated Contact
    Page: States and Regions
    Page: Moving the Status Back in the Application Process Workflow
    Page: Finding Recommenders
    Page: In-Progress Applicant No Longer Interested
    Page: BEL Program Eligibility
    Page: First Time User Setup - Browser and LRM Options
    Page: Build Admission Letters (AL) with Advanced Find Queries and AL-Texts in LRM
    Page: BBA Admission Letter with Scholarships
    Page: New User Set Up
    Page: Prospective Student View Form
    Page: Quick Add Walkthrough (i.e. Consortium Application)
    Page: How to respond to WSB Inquiries
    Page: Unsubscribe Management
    Page: How to change "Inactive" application status backward
    Page: Prospective Student (Lead) Sub Roles
    Page: Application Pages