This article applies to online version only (without desktop).
Filtering and searching through your leads is an important step to effectively managing your enrollment pipeline. Here are some helpful ways to manage your leads.
Filtering by Priority
Schools are able to assign a priority level to each of their leads by going to Lead CRM > Leads and selecting the box to the left of the leads name.
Once you have assigned a priority level to the leads, you are able to filter the list of leads based on this priority level. You can do this by selecting the exclamation mark icon to the right of the search bar.
Filtering by Enrollment Status
Another very useful way of filtering your leads is by the enrollment status. You can view which leads are at which step of the enrollment process by selecting the verticle bars to the right of the search bar and then choosing the status.
By selecting the Funnel Icon to the right of the search bar, you will be presented with many other options for filtering students such as room, age, and start date.
Searching for Leads
When you select the search bar under Lead CRM > Leads, a list of options to search for will appear.
You can narrow down this search by first using the "@" symbol and then the field that you are searching for.
For example, you will type "@phone (916)949-7823" to search all of your leads for this phone number. You are also able to search for names, emails, addresses, allergies, and notes made about the different leads.