Watch how it works
Short videos recorded on the real dashboard with made-up sample data. No sound; the captions explain each step.
1What this page is for
What this page is for
The admissions desk's master list. Where Today shows only the people waiting on you, this page shows everyone who arrived in the time window — contacted or not, enrolled or not — so nothing is lost.
Controls at the top
- Search — name, phone or program; the list narrows as you type.
- All stages — show one stage only.
- All sources — website form, website application, Transition Enroll registration or Transition Enroll inquiry.
- Export CSV — downloads the rows on screen as a spreadsheet file (ID, name, phone, program, source, received, response minutes, stage, tuition, owner).
The age buttons
Above the table: All, Last 7 days, 8 to 14 days ago, 15 to 30 days ago, Older, each with a count. The table is also grouped by these bands with a purple header row.
2The number cards
The cards across the top of the page, left to right.
| Card | What it counts |
|---|---|
| New today | Arrived in the last 24 hours. |
| Awaiting first contact | Open inquiries with no first contact recorded. Every one is a paid-for lead. |
| In application | Started an application but not yet enrolled. |
| Enrolled | Reached Enrolled or beyond, with the share of all inquiries. |
3Inquiries by day of week
How many inquiries arrived on each weekday in the window. Staff the phones where the bars are tall; if weekends are busy and nobody answers until Monday, Speed to Lead will show the cost.
4Why prospects didn't enroll
Close-out reasons on parked records: Cost / funding, Not eligible yet, Schedule conflict, Never responded, Went elsewhere, Just researching. Reasons are recorded at the moment a lead is closed out. Empty when nobody in the window has been closed out.
5Step by step
Find one person
- Type part of the name, phone or program in Search.
- Click the row's Call button to dial, or use the Contacted? dropdown to record a call.
Work everyone not yet contacted
- Click the Response time heading to sort; "never contacted" rows group together.
- Or set the stage filter to Lead.
- Record each call with the dropdown as you go.
Export for a spreadsheet
- Set the filters you want.
- Press Export CSV. The file downloads to your computer and opens in Excel or Numbers.