Skool CRM

Works on:🎓 Skool

If you run a community on Skool, the Skool CRM lets you treat every member like a real lead — with a folder, notes, tags, profile image, and a one-click link back to their Skool profile. It works exactly like the Facebook and Instagram CRMs, so you only have to learn one workflow.

[!NOTE] Video Tutorial Coming Soon

What you can do here

• See every Skool member you've tagged in one clean table.
• Move a member between folders (e.g. "New", "Active", "Paid", "Inactive").
• Read and edit private notes on each member.
• Jump back into their Skool profile with a single click.
• Sort the list alphabetically or by the most recent activity.
• Filter the table by folder so you only see one segment at a time.

Step-by-step: Managing Your Skool Leads

1. Open the Skool CRM

   • In the left sidebar of the Messenger Organizer dashboard, click Skool CRM. Your tagged Skool members will appear in a table.
   • If the menu item is missing: the Skool CRM is part of the Pro plan. Use the upgrade button at the top of the screen to unlock it.

2. Read the table

   • Title — the member's name on Skool. Click it to open their public Skool profile in a new tab.
   • Image — their Skool profile picture.
   • Profile — a small link icon that takes you straight to their profile page.
   • Groups — the Skool communities they belong to that you've tagged them in.
   • Note — your private note. Click the pencil to edit.
   • Folder — the main bucket they sit in.
   • Other Folders — extra folders they're cross-listed in.

3. Filter and sort

   • Use the All Conversations dropdown in the top right to show only members from one folder.
   • Click the green up/down arrows next to "Title" to sort A→Z or Z→A.
   • Click the blue clock icon to sort by most recently added/updated.
   • Use the Show Leads dropdown to choose how many rows fit on a page (50, 100, 150, or all of them).

4. Move a member to a different folder

   • In the Folder column, open the dropdown next to a row and pick the new folder. The change saves automatically and syncs to the cloud.

5. Add or update a private note

   • Click the blue pencil icon in the Note column. Type whatever you want to remember about this person — call notes, what they bought, when to follow up — and click Update.

6. Search

   • Use the search bar at the top right of the page. It matches against names and folder labels, so typing "Hot" surfaces every member in any folder named "Hot".

7. Remove a member

   • Click the red trash icon on the right of any row. Confirm the prompt and the member is removed from your CRM (their Skool account is untouched).

Tips

• Keep one source of truth. When a member joins your Skool community AND messages you on Facebook, tag them in both CRMs. The folders sync, so they stay in the same pipeline stage everywhere.
• Refresh the picture. If a member's profile image looks broken or outdated, click the picture itself to re-sync it from Skool.
• Two devices? When you log in on a new computer, click the popup → Sync Leads Data From Cloud to pull your Skool CRM down.

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Next Steps: Want to send the same announcement to your whole community at once? See Skool Schedule Messages. Or jump to the visual pipeline view in the Leads Board.