How can I record the information of leads generated during the admission process?

You can use the “Lead Generated By” field to updated & track which employee contributed to the admission lead. This helps maintain records and generate lead-based reports.

Steps to update:

  1. Go to Student > Admission > Manage Admission.
  2. Search and select the student using their current admission stage.
    Tip: If you’re not sure of the stage, use global search to find the student easily.
  3. Click the Student tab, then click the Edit icon on the right.
  4. Find the “Lead Generated By‘ field and select the staff name from the dropdown.
    Note: Only active staff members will appear in the list.
  5. Click Save to apply the changes.

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