Admissions
Setting up applications
Leads and Inquiries
- How to set up a referral form
- How do I mark a lead as Withdrawn?
- The Admissions Portal
- Inquiry Forms: Setup and Design
- Importing Leads in Contacts > People
- How to assign representatives to leads, inquiries, and applications
Getting Started in Admissions
- Step one: get your Admissions staff set up with the right user roles
- Step two: set up custom admissions fields
- Step three: set up your lead sources
- Step four: set up Lead Routing
- Step five: set up one or more inquiry forms
- Step six: set up one or more applications
Processing Applications
- Admissions Letters
- How do I import information from the application into the student's profile?
- Updating application responses that have already been submitted
- How do online references work?
- Starting applications and linking them to Leads
- Processing applications