Equator CRM App
The Equator CRM enhances eBECAS/EDMISS by enabling the creation of both custom and public forms, such as online application and contact forms. It also facilitates the management of leads and opportunities, which can be converted into Students and Offers, respectively.
Configuration
Before using the Equator CRM app, ensure you have an active API user account. If you don't have it, please create one before proceeding.
Follow these steps to set up the app.
From the Utilities menu, go to Apps, then click on the View button on the Equator CRM app. If you do not see the app listed, contact your system administrator.
Click on the Configuration button on the Equator CRM app details page.
The settings available are:Guest Forms
API User: Select the user that forms will use when writing data.
Click on Update.