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
This is where admissions work happens. Each card is one real person from the website or Transition Enroll — nobody is typed in. Columns run left to right from New Lead to Active Student; inside each column the cards are grouped by how long ago the person arrived (Today, Last 7 days, Last 14 days, Last 30 days, Older).
Getting around the board
- The board is a box about 70% of the screen tall; scroll up and down inside it for more cards.
- Use the big ‹ › arrows at either side, or the purple scroll bar at the bottom, to see more columns. A greyed arrow means you are at the end.
- Show filters to website-only or Transition-Enroll-only people. Sort by reorders the cards in every column.
What a card shows
Name, program, a source chip (Website form / Website application / Transition Enroll registration / Transition Enroll inquiry), how they were contacted (once recorded), days in the pipeline, and the two small move arrows.
The key line above the board
Says how many cards came from the website and how many from Transition Enroll, and which time window is showing.
2Parked & closed out
What it shows
Five side lanes for people who are not moving forward right now. They are not a second status system: each lane is simply a group of the close-out reasons already recorded on the person.
| Lane | Close-out reason(s) behind it |
|---|---|
| Follow-Up Needed | Cost / funding |
| Not Ready | Not eligible yet |
| Future Class | Schedule conflict |
| Unable to Contact | Never responded |
| No Longer Interested | Went elsewhere, Just researching |
Reactivate
Returns the person to the stage they were at when they were parked, clears the reason, and puts the card back on the board.
3Step by step
Move someone forward after a call
- Find the card (use Sort by › Name A–Z if the column is long).
- Click the card's › arrow, or drag the card to the next column.
- If the card is leaving New Lead, the in-site box asks when and how you contacted them. Check the time, pick how, press Save.
- The card moves and the change is saved to the record and the audit log.
Park someone who is not going ahead
- Press Park on their card.
- Pick Why (Cost / funding, Not eligible yet, Schedule conflict, Never responded, Went elsewhere, Just researching) and add a short note if you like.
- Press Park in the box. The card leaves the board and appears in the matching lane under Parked & closed out. Their stage is kept and nothing is deleted.
Bring a parked person back
- Scroll to Parked & closed out.
- Press Reactivate on the card. They return to the column they were in.
See only website leads
- Set Show to Website only.
- Set it back to Everyone when done — the choice is not remembered after a refresh.
4If something looks wrong
5Flip-book edition
The same subject as a page-turning flip-book. Opens in a new tab.