eSignature for Lead Management for Higher Education: Try a Brand New CRM

Setting up eSignature for Lead management for Higher Education with airSlate SignNow

airSlate SignNow’s eSignature for Lead management is your go-to piece of technology for handling your Higher Education document-driven processes while staying adherent to industry-leading frameworks. With our CRM, you can create, modify, and manage new and existing signers and gain an aerial view of your contact database.

Here are your first steps to explore airSlate SignNow’s CRM:

1. Create an account or sign in to your existing one. If haven’t used airSlate SignNow, discover the subscription options and choose your free trial.
2. Navigate to and explore the Contacts tab. On your left, find the Contacts tab and start adding new contacts along with their essential information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some documents for signature, those contacts will show up in the CRM automatically. You can handle them from one dashboard without compromising the documents with which you both interacted.
4. View the contact details and documents with it. Click View to pull up the contact details of a user and documents associated with them.
5. Send a form out for signing and data collection. Choose Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and notify your Contacts about what they need to do after executing the terms of your paperwork.

Our CRM’s interface is intuitive, easy grasp, and requires no special tech skills. Gain more control over your document processes and constantly improve the experiences of your employees, your customers, and your business partners. Try our eSignature solution with built-in Lead management for Higher Education.