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Counselors · School staff

Field force & counselor mobile

Self-paced · updated with each release

Audience: Admissions counselors, field reps, front office
Duration: ~1 hour
Prerequisites: Counselor guide · Mobile apps

Learning objectives

  • Use counselor mobile for leads, calls, and visits in the field
  • Track field force assignments from CRM
  • Log activity that syncs to the desktop pipeline
  • Install and troubleshoot PWAs on staff phones

1. Desktop vs mobile

Task Desktop CRM Mobile
Pipeline bulk moves /school-panel/leads Limited — use desktop for board
Quick notes after visit Lead detail /school-panel/mobile/home
Click-to-call Lead detail /school-panel/mobile/calls
WhatsApp threads Communications hub /school-panel/mobile/whatsapp

Install from Mobile guide — counselor URL: https://crm.skolzo.com/school-panel/mobile/home.

2. Field force hub

Route: /school-panel/field-force

Managers assign:

  • Territories or campaigns to counselors
  • Daily visit targets
  • Lead subsets for outdoor events

Counselors see assigned work on mobile home and /school-panel/mobile/field.

Pair with Applications & visits for scheduled campus tours.

3. Mobile workflows

  1. Open My leads on mobile.
  2. After each parent meeting → note + next action (syncs to desktop timeline).
  3. Mark visit complete → updates /school-panel/visits when linked.
  4. Use Copilot on desktop later for follow-up messages (CRM AI).

4. GPS & compliance

Some schools enable location check-in for field visits — follow your institution policy. Do not share parent personal data outside Skolzo apps.

5. Offline / sync

Mobile PWAs cache recent lists briefly. If sync fails, reopen the PWA on stable network; verify campus in header matches assignment.

Practice exercise

  1. Install counselor PWA on a test phone.
  2. Add two notes to the same lead (mobile + desktop) and confirm timeline order.
  3. Assign a lead via field force and confirm it appears on mobile.

Troubleshooting

Mobile shows empty leads — Wrong campus; counselor not assigned; permissions missing.

Calls not logging — Telephony integration required (Counselor § Telephony).

See also