Sending Applications is an integral part of the admissions progress. It is a two-step process, first, send the online application, and then following that the admin needs to send a sign-up link to the parents.
Sending an Online Application
To send an online application to the portal you can either simply change your lead to the Application phase, or manually.
- The best option will be to change the status of your lead from the Inquiry Phase to the Application Phase. Select Inquiry Completed > Application Submitted.
- The second option is to manually create the application, edit your lead and change your status to Application Created/Sent or Application Underway. Then from the Inquiry & Application tab > select the option Click Here to Send Online Application.
Sending Sign-Up Links
Pro Tip: If you do not send signup links to your parents, they will not have access to the portal, and consequently, will not be able to fill out the application.
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- If you are sending a signup link to the parents of ONE Lead, you can scroll down to Guardians & Related People subtab > Select the parents > send Signup Link.
- If you are sending Signup links to the parents of more than one lead, you should start at the Leads table, select the Leads > Contact > Send Signup Link.
- If you are sending a signup link to the parents of ONE Lead, you can scroll down to Guardians & Related People subtab > Select the parents > send Signup Link.
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