Using the Leads Table

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.

1. Go to Admissions/Leads > Leads.
   PRO TIP! Click your dashboard widget for a shortcut!
   

2. Lead Columns
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   • Document Icons: Icons to the very left of the table act as shortcuts to a lead's inquiry form (yellow), application form (blue), and contract forms respectively (purple). Two purple icons mean this lead has a split contract.
     NOTE: If an icon is missing, that means the lead has does not have an application or contract yet.
     
   • Relatives: This will show all relatives tied to the lead. This is an optional column and can be removed in client settings. Click here for more information on how to make this column inactive or active.
     
   • Current Status: This will indicate the current phase and status the lead is in.
     
   • 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:
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3. Leads Table Action Buttons and Applied Filters:
   
   
   • Filters Applied: Shows any filter currently applied. The "Completeness: Active (Incomplete/Non-Failed)" filter will be applied by default.
   • New: Manually add lead using this form. Click here to learn more on how to add a new lead manually.
   • Edit: Select and edit up to one lead record at a time.
   • Delete: Select and delete up to one lead at a time. 
     PRO TIP! The system will prevent you from deleting leads that have an application, contract, and/or enrollment record tied to them.
   • 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.
   • Contact: Contact your lead families by email and mail merge.
     • Send Email
     • Mailing Labels (one per person)
     • Mailing Labels (one per household)
     • Mail Merge
     • Send Signup Link
       
   • Filters: 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 Contact button and create a personalized email to each of the parents of the leads inviting them to an open house for the high school.
     
     • By Completeness
     • By Academic Year
     • By Program
     • By Program Group
     • By Phase
     • By Status
     • By Status Type
     • By Workflow Configuration
     • By System Filters
     • By Custom Filters