Slate CRM Overview

Service Description

PSU uses Slate to receive, evaluate, and process applications for undergraduate, graduate, and non-degree admission. Additionally, PSU uses Slate as its enterprise-level CRM software to manage relationships with leads, prospective students and applicants, schedule tours, events, and appointments with admissions counselors.

Service Details

Slate provides end users the ability to customize multiple applications, including conditional logic and evaluation process flow.

Slate offers automated email communications, management and tracking interactions, reporting and data visualizations, and integration with other  applications.

Availability

This service is available to the following groups:

• Staff

Resources

Request This Service

To request access, complete an OAM Access request at oam.pdx.edu.

• Login to OAM at oam.pdx.edu

• In the Employee Resources section, select Access Requests (OAR)

• Select New Access Request Intake

• Select New Access Request

  • In the "Select specific access by system section", select either Slate (Graduate) or Slate (Undergraduate) and click Next.

  • Check the checkbox beside the requested access selection

  • On the Consent page, click Next.

  • On the Confirm Selections page, list your specific job duties related to the requested access in the field provided and click Submit.

• Once you have access, you can log in at apply.pdx.edu/manage.

Your Pending Access Request

Documentation

• Getting Started with Slate 

• Additional articles are available in the Slate Knowledge Base if you are authenticated and have a Slate account.

Training

• Self-guided training is available through the Learning Lab for users with a Slate account.

Support

• For support, complete the OIT CRM Support form and select “Slate” as the CRM.