Whenever the Prospective Student Form is completed (or whenever you manually add a prospect), a new record will appear on the grid located in the Prospects tab.
This grid can be filtered to display specific types of records. For example, maybe you only want to view records that were created on a certain day, or maybe you want to view records that have certain tags.
To filter the list of records:
- Click on any of the column headers.
- Choose the option(s) you would like to display.
- Click Apply.
If you would like to export the list of prospect records, Gradelink allows you to download the complete list as an Excel spreadsheet by using the green X icon in the top right corner.