Once you have a lead record in the system, there's a lot you can do with it. In this section, you will learn what is possible from the Leads table.
- Go to Admissions/Leads > Leads
- To view a diagram of the leads table, with a short explanation of most of the buttons and features of the table, click here.
- Explanation of some features of the leads table:
- Document Icons: Icons to the very left of the table act as shortcuts to a lead's inquiry form, completed application form, and completed contract forms respectively. If an icon is missing, that means the lead has not yet recorded the item that is missing (e.g., the lead may not have an online application filled out for them yet).
- Status Order Column: This column allows you to sort the leads by status. While statuses are not completed sequentially like phases are, you can still use them for sorting purposes. The number in the column corresponds to a numerical value we assign to the status. The number is assigned based on the phase that the status is contained in. Statuses in earlier phases have lower numbers than statuses in later phases.
- Progress: This column provides a "phase ribbon" that indicates what phase a lead is currently in. You may move your mouse over the ribbon to see the phase of each section of the ribbon. The color of the arrow represents the status of the lead within that phase:
(click to enlarge)
- Copy: Copy a lead record. Especially helpful when creating a new lead record for a sibling of an existing lead since many things will be identical (e.g., parents, address, etc.). When copying, you have a variety of options on what to copy over.
- Quick View: Quick view displays lots of saved information about a lead on one easy to read page. The Quick View is designed to make viewing pertinent information quickly and easily as well as providing an easy way to print it out in a condensed format.
- Use the powerful filters available on the leads table to narrow down the leads you are viewing to a specific subset (e.g., all prospective high school students) and then use the toolbar actions to work on those records. For example, after filtering for prospective high school students for the upcoming academic year, you may select all the records, then click on the "Communicate" button and create a personalized email to each of the parents of the leads inviting them to an open house for the high school.