Managing Leads
Your resource for working with your leads.
- Adding Documents to a Lead Record
- Admitting and Enrolling a New Student
- Changing Programs or Academic Years for a Lead or Re-enrollment Lead Record
- Changing the Admission Record Tied to a Lead
- Completing or Deleting Multiple Lead Tasks at One Time
- Creating a (past) Lead Record for an Existing Student
- Downloading Documents Tied to a Lead Record
- Editing Lead OR Re-enrollment Lead Information
- Entering a New Lead
- How to Add Reference Requests to a Lead Record
- How to Bulk Admit and Enroll Leads
- How to Bulk Change Statuses of Leads and Re-enrollment Leads
- How to Bulk Enroll Leads
- How to Bulk Update Tasks
- How to Copy a Lead
- How to Edit Communication and Guardian Relationships in the Leads Record
- How to Merge Lead Records
- How to Revert the Status of a Lead
- How to Tie a Lead or Re-enrollment Record to an Existing Student
- Sending Signup Links from the Leads Table
- Using Ravenna ADMIT Import
- Using the Quick Add Lead Option to Manually Add a Lead