Setting up applications
Leads and Inquiries
- Inquiry Forms: Setup and Design
- Importing Leads in Contacts > People
- How to assign representatives to leads, inquiries, and applications
- How do I mark a Lead as withdrawn?
- How do I remove the Active Lead tag from someone?
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
- How do I import information from the application into the student's profile?
- How do I waive an application fee?
- How do I update application responses that have already been submitted?
- How do online references work?
- Starting applications and linking them to Leads
- Processing applications