View student information in the CRM section

The CRM section stores all information about your students, including their contact details, courses, payments, tags, and more. This makes it easier to find specific students and manage their data.

In this article, we will talk about how to find students using their cards or the CRM section, as well as view and edit their details manually.

Find specific students

You can search for students using their cards or the CRM section.

In the CRM section

Go to the CRM section in the Contacts tab. Filter your contacts by the Courses source.

In student cards

You can edit your CRM contacts through student cards.

Go to the Students tab in your course or find the student in the Audience tab. Click the student’s name to open their card. Click Edit at the bottom of their card.

This will redirect you to your student’s card in the CRM section, where you can view and update their details.

View student information

Click a contact to open their card, and go to the Courses tab.

On the left, you can view your student’s personal information and contact details. If needed, you can edit contact details and attach files.

On the right, you can view their communication history, deals, payments, and more.

In the History tab, you can view all events related to your students.

The Payments tab shows all their course payments.

The Courses tab shows all the courses for which the contact has registered, their course completion status, total score, and test results for each section of the course.

To view their course pricing plan, hover over the payment icon next to their course completion status.

To view the list of completed lessons and their completion dates, click More. This list includes only the lessons accessible to your student under their course pricing plan.

To contact a student through CRM, click their email address, phone number, or social media username. You can also call or send them a Telegram message if you’ve enabled these integrations.