Dashboard

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

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

Prospect Management

Learn about prospects and how to add them to the SchoolAdmin system to build your funnel.
Ben Phenix avatar
Written by Ben Phenix
Updated over a week ago

Prospect List Page & Reports

Learn about how to report on your Prospects and use bulk actions for your workflow!
Cheyenne Rohmann avatar
Written by Cheyenne Rohmann
Updated over a week ago

The Admissions Funnel & Current Counts

Learn how to track where all of your kids are throughout the Admissions Process
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

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!
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Quick Search

How to quickly find a contact in your database.
Ben Phenix avatar
Written by Ben Phenix
Updated over a week ago

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.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Consultant and Agent Management

Learn how to include Consultants in your process and manage what contacts they're connected to, communications, and parent portal access.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Manually Add an Inquiry

Learn how to manually add individual Inquiries into the SchoolAdmin system.
Ben Phenix avatar
Written by Ben Phenix
Updated over a week ago

Application Form: Admin Entered

Learn how to fill out an application form online for a parent.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago