Lead CRM / New Enrollment

Track incoming leads and communicate with potential families

14 articles in this collection
Written by Matt Casey and Priya

Manage your Lead Pipeline

Searching and Filtering Leads

How to effectively search and filter for leads in the Lead CRM

Written by Matt Casey
Updated over a week ago

Lead CRM: Link Leads as Siblings

Link your Leads as Siblings to Better Track Inquiring Families

Written by Matt Casey
Updated over a week ago

Manually Add a Lead

Directly add an interested family to your enrollment pipeline

Written by Priya
Updated over a week ago

Lead Status for New Families

Manage new families in your enrollment pipeline with customized statuses

Written by Priya
Updated over a week ago

Manage your Enrollment Pipeline

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

Written by Priya
Updated over a week ago

Receive Payments for Enrollment Fees

Accept fees online or via cash/check/other

Written by Priya
Updated over a week ago

Lead Communication

Communicate with your Leads

Send email and SMS messages to your enrollment pipeline

Written by Priya
Updated over a week ago

Lead Messaging Templates

Create templates to use when messaging your enrollment pipeline

Written by Priya
Updated over a week ago

Email Statuses in the Lead CRM

Understanding the different statuses of emails sent through the Lead CRM

Written by Matt Casey
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
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
Updated over a week ago

Edit your Enrollment or Inquiry Form

Access your form again to change the fields or fees

Written by Priya
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
Updated over a week ago

Lead CRM Automation

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

Written by Priya
Updated over a week ago