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    Relationship Manager Customization & Tools
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      Relationship Manager Customization & Tools

      2 Articles in this category
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      Edit Columns

      The Schola Relationship Manager can be customized to meet your needs and viewing preferences. Customizing your View Within the Relationship Manager, you'll see many columns reflecting all the information fields for each Lead. We recognize only s...
      Updated on : 10 Sep 2024

      Searching, Filtering, and Grouping

      The Schola Relationship Manager is a comprehensive database. With that comes thorough search, sort, and filter capabilities for working with leads and their data. This is helpful for understanding groups of leads, trends, and making bulk edits. ...
      Updated on : 13 Sep 2024
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