Leads
Adding a lead from a resume, its stages, and the trial invite.
Sales tracks each prospective student as a lead, from first resume to a decision. Each rep sees only their own leads.
Stages
- 1.New: just added.
- 2.Trial Class: a trial invite has gone out.
- 3.Plan Created: a plan has been generated.
- 4.Won: signed on.
- 5.Lost: decided against it.
Won and Lost are set by hand from the stage pill. The ⋯ pill sets urgency, which defaults from the expected graduation date.
Add a lead
Invite to trial
An admin turns a trial into a full member in Members.