Step four: set up Lead Routing

Lead Routing lets you automatically assign admissions representatives (someone with the Admissions or Admissions Admin role) in turn to each inquiry or application that comes in through your external Inquiry or Application forms. When a representative is assigned an inquiry or application, Populi will email them a notification about it; the report filters in Admissions will also default to show them leads that are assigned to them.

To get started, go to Admissions > Settings > Lead Routing.

Read more about assigning admissions representatives in this article.

Next step: set up one or more Inquiry forms