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How to Manage Students in the Pipeline

How to Manage Students in the Pipeline

Organize your Pipeline to track which stage each student is in.

Updated over 3 months ago


STEP 1 - Access

Go to CRM > Pipelines in the top menu.


STEP 2 - Select the Pipeline

Choose the Pipeline you want to view.

  • You can also use filters to find specific students.


STEP 3 - Change the Status of Students

  • To change a student's status within the pipeline, click on the student's card and drag it to the desired status column.

  • You can also:

    • Create tasks.

    • Add notes.

    • View more details about the student by clicking on the buttons in the student's card.


If you still have questions, please contact support or reach out via WhatsApp.

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