Dashboard

Learn about the Admissions Funnel, Current Counts, Reminders, Quick Search, Quick Actions, and User Notifications.

9 articles in this collection
Written by Ben Phenix, Courtney Single, and Cheyenne Rohmann

Overview

The Admissions Funnel & Current Counts

Learn how to track where all of your kids are throughout the Admissions Process

Written by Courtney Single
Updated this week

Application Form: Admin Entered

Learn how to fill out an application form online for a parent.

Written by Courtney Single
Updated this week

Dashboard: Reminders

Learn how to set, edit, and assign reminders so you can manage the tasks that are important to you and other team members!

Written by Courtney Single
Updated this week

Quick Search

How to quickly find a contact in your database.

Written by Ben Phenix
Updated this week

Quick Action Menu

Learn how to quickly add contacts into the system by filling out an inquiry or application form, as well as add prospects and consultants.

Written by Courtney Single
Updated this week

Consultant & Agent Management

Learn how to include Consultants in your process and manage their connected contacts, communications, and parent portal access.

Written by Courtney Single
Updated this week

Manually Add an Inquiry

Learn how to manually add individual Inquiries into the SchoolAdmin system.

Written by Ben Phenix
Updated this week

Prospect Management

Learn about prospects and how to add them to the SchoolAdmin system to build your funnel.

Written by Ben Phenix
Updated this week

Prospect List Page & Reports

Learn about how to report on your Prospects and use bulk actions for your workflow!

Written by Cheyenne Rohmann
Updated this week