Students & teaching
Admissions
The lead pipeline: following up, assigning an owner, and converting.
For: Sales, marketing, managers
- 1
Add a lead
Admissions → new lead: name, phone, source, what they're after. Assign an owner if you know who's taking it.
- 2
Follow up
Open the lead and log every contact. The AI button drafts a message that fits where they are in the pipeline.
- 3
Convert
When they say yes, convert the lead to a student — their details carry across.
Tips
- Keep stages current, or the funnel and the reports built on it mean nothing.