USC Academic Advisor Training

Caseload Management in CRM Advise

Looking for the best way to recreate the workflows you relied on through Campaigns and Lists in EAB? This session will walk you through the ways you can manage your caseload in CRM Advise through indicators, forms, and dashboards to identify specific student populations, track and manage appointment scheduling, and organize your desired student data. We'll cover practical examples such as monitoring non-schedulers, tracking intended grad timelines, managing study abroad and pre-professional interests, and building targeted outreach lists. Please bring your laptops and your questions! 

Presenters:

Mike Dial & Ali Mathwig