Lead Routing lets you automatically assign admissions representatives to each inquiry or application that comes in through your external Inquiry or Application forms. If you have multiple admissions users (people with either the Admissions or Admissions Admin user role), they'll be assigned each inquiry or application in turn. When someone is assigned an inquiry or application, Populi will email them a notification about it. Read more about admissions notifications here.
In the example below...
- The first Inquiry would go to Avon, the second to Mark, the third to Jillian, and the fourth back to Avon; Omar and Brendan won't be assigned to any new Inquiries
- The first Application would go to Avon, the second to Omar, the third to Brendan, and the fourth back to Avon; Mark and Jillian won't be assigned any new Applications
To get started, go to Admissions > Settings > Lead Routing.
Simply check next to the names under Inquiries and Applications and then click Save Lead Routing.