Enquiries

What it is

A board tracking every enquiry from first contact to enrolment.

Why it matters

Stops prospective families falling through the cracks between staff.

When to use it

Admissions staff move enquiries along the board and assign owners.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Admissions to open it.
3. Click Enquiries.

What you see

Enquiries · click the picture to enlarge

• Tabs along the top switch between views: Table, Board. Click one to change what you see.
• The list has these columns: Enquirer, Prospective student, Grade, Source, Stage, Owner, Flags, Received. Click a column name to sort by it.

Buttons on this screen

• Table — does what it says on the button.
• Board — does what it says on the button.
• Public link — does what it says on the button.
• New enquiry — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New enquiry button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (3 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Enquiries · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Target academic year *	choose	Choose the school year the child would join.
Source *	choose	How the family found us, such as a phone call or website.
Enquirer name *	text	The name of the parent, guardian or agent making the enquiry.
Prospective student name	text	The name of the child this enquiry is about.
Contact email	email	The email address to reach this family on.
Contact phone	phone	The best phone number to reach this family on.
Prospective grade level	choose	Choose the grade the child would join.
Notes	long text	Optional. What we know about this family so far.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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