Slate CRM Request

admissions CRM slate

Overview

Slate is the university's new CRM software, with phase 1 (prospects and inquiries) launched June 12, 2023 and Phase 2 (application to decision) launched mid-2024. Phase 3 (enrollment), which includes Academic Advising, Gateway, and TRiO functionality is currently underway, launch expected late Spring 2025/early Summer 2025.
Staff that have access use StarID@minnstate.edu to log in at https://choose.metrostate.edu/manage/
A group of staff has been training as super users and can be the first point of contact for questions about Person lookup, pre-set query use, mailings, forms, and Availability (Slate's replacement for Bookings). Super user list attached.
Metro State staff with or requiring access to Slate may request:
- Account and Profile assistance - Create login and assist with login issues
- Training on advanced functions (Training on core Admissions processes is provided by Admissions.)
Admissions leadership and Marketing (as well as Academic Advising, Gateway, and TRiO after Phase 3 launches) may request:
- Communication Campaign assistance
- Slate configuration changes (rules, security roles functions, fields, prompts, data integration/upload formats, changes to homepage widgets)
  - IET will review requests and assess options and impacts.
  - Requests will be discussed/decided on during the standing Steering Committee meeting with IET and affected leadership across the university.

See attached division of roles and responsibilities document for more details.

Request Service