Prospects

Adding Individual Prospects
Click on the Students tab in the upper left Click on the Prospects sub tab Click Add New Enter the information in the Prospective Student Form at th...
Wed, Feb 15, 2017 at 9:12 AM
Follow-Up with Prospects
After a prospect is added, you can begin to take notes. Click on the name of the prospect to access the Workflow window.  The top portion of the Workflow w...
Mon, Jun 5, 2017 at 1:55 PM
Closing a Prospect
A closed prospect is someone who is no longer a prospect because 1) they enrolled at your school or 2) decided to enroll elsewhere. To close a prospect, en...
Wed, Jan 11, 2017 at 2:09 PM
Description of Prospects Fields
Field Description 1 Tags Tags are searchable pieces of text that can be applied to a record. Multiple tags can be added to a single record...
Mon, Jun 5, 2017 at 1:56 PM
Search Prospects Records
To filter records by any column: Click the column header. Choose the option. Click Apply. Previous Topic: Description of Prospects Field...
Wed, Jan 11, 2017 at 2:13 PM
Mobile Prospects Form
Use your mobile device to capture prospects during outdoor events such as open houses or community events.  Prospects entered on your mobile device will ap...
Wed, Jan 11, 2017 at 2:15 PM
Prospects Website Integration
  Log into Gradelink. Click “Settings” then “Marketing“. Copy and paste the HTML code into an email and send it to your school’s website master. The ...
Wed, Jan 11, 2017 at 2:18 PM
Prospect Email Alerts
Select which staff will follow up with prospective families. Click the Staff tab and select an Admin Full or Admin Limited account Be sure the staff m...
Wed, Jan 11, 2017 at 2:22 PM
Export Prospects To Excel
Click the Students tab then the Prospects Sub tab. Click the Excel icon in the top right corner to export the data to an Excel spreadsheet. Previ...
Wed, Jan 11, 2017 at 2:24 PM
Customize Dropdown Options on the Prospects
The user-definable tags, follow-up actions, and closing disposition notes can all be edited under the Students –> Admin –> Coding. From here you can a...
Thu, Jun 29, 2017 at 1:16 PM