Slate CRM Request

Overview

  • Slate is the Admissions department's new CRM software, with phase 1 (prospects and inquiries) launched June 12, 2023.

  • Staff that have access use StarID@minnstate.edu to log in at https://choose.metrostate.edu/manage/ 

  • 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 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 Admissions Slate Project team meeting with IET and Admissions leadership.

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

Benefits

  • Provides effective routing to acquire the specific assistance needed

  • Provides structured change management approach

Resources

 
Request Service

Related Articles (1)

Outlines features of phase 1 implementation of Slate as well as high level picture of post implementation structure.