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Index

Welcome to the evvo Knowledge Base

Find clear, step-by-step guidance for using evvo to manage leads, communication, forms, automation, and student enrollment. Whether you are getting started or looking for a specific workflow, this Knowledge Base helps your team work faster and keep information organized.

Start here

If you are new to evvo, these are the best pages to begin with.

Getting Started Introduction Get a quick overview of what evvo does and how it helps your team. Getting Started Basics Learn the core record types and how leads, contacts, students, and schools fit together. Getting Started Navigation Understand where to find the tools and pages you will use most often.

Browse by topic

Go straight to the area where you need help.

Leads Track family interest, manage follow-ups, and keep your pipeline moving. Contacts Store parent and guardian details in one clear place. Forms Collect structured information for leads, marketing, and enrollment. Students Manage enrollment and re-enrollment records with better visibility. Activities Keep a record of important actions, conversations, and follow-ups.

What you can do with evvo

  • Organize inquiries from interested families
  • Keep contact details clear and easy to access
  • Collect structured information through forms
  • Manage student enrollment and re-enrollment
  • Save time with clearer workflows and automation
New to evvo? Start with Getting Started to learn the core concepts and see how everything fits together.