Lead CRM / New Enrollment

Track incoming leads and communicate with potential families

11 articles in this collection
Written by Priya Gancayco

Manage your Lead Pipeline

Manually Add a Lead

Directly add an interested family to your enrollment pipeline

Written by Priya Gancayco
Updated over a week ago

Lead Status for New Families

Manage new families in your enrollment pipeline with customized statuses

Written by Priya Gancayco
Updated over a week ago

Manage your Enrollment Pipeline

Receive payments, view / edit records, send emails, or archive records

Written by Priya Gancayco
Updated over a week ago

Receive Payments for Enrollment Fees

Accept fees online or via cash/check/other

Written by Priya Gancayco
Updated over a week ago

Lead Communication

Communicate with your Leads

Send email and SMS messages to your enrollment pipeline

Written by Priya Gancayco
Updated over a week ago

Lead Messaging Templates

Create templates to use when messaging your enrollment pipeline

Written by Priya Gancayco
Updated over a week ago

Enrollment or Inquiry Form

Create an Application, Enrollment, or Inquiry Form

New families can express interest in your program or fill out an application form to add themselves to your waitlist

Written by Priya Gancayco
Updated over a week ago

Share the Enrollment or Inquiry Form with Parents

Use a hyperlink or embed the form as a button

Written by Priya Gancayco
Updated over a week ago

Edit your Enrollment or Inquiry Form

Access your form again to change the fields or fees

Written by Priya Gancayco
Updated over a week ago

Automated and Manual Tasks

Lead CRM Tasks

Maintain a list of to-do actions, phone calls, or emails

Written by Priya Gancayco
Updated over a week ago

Lead CRM Automation

Create automated emails and action items when a lead status is updated

Written by Priya Gancayco
Updated over a week ago