If you have a Customer who says they completed enrollment, but you can't find them in Enrollsy (they don't have an account), the Customer probably didn't complete the enrollment process. You can verify this by going to the Submissions/Leads page.
Enrollsy captures "Leads" from anyone who enters at least one piece of contact information on your Enroll Form but does not complete the enrollment process. If a person shows up on this list, that means they did not complete enrollment.
On this page, you can view the following information:
The date and time the person attempted to enroll under the "Captured" column
Any Lead Tags added by an Admin user
The first and last name of the Customer
The email address of the Customer
The cell phone and/or work phone (if inputted)
The Location and Program name (if inputted)
Any internal notes added by an Admin user
Edit Lead
You can edit any of the below information on a Lead:
First & Last Name
Email Address
Cell Phone or Work/Home Phone
Location
Internal Notes
Text or Email Leads
You can send leads a text message (if they provide a cell phone number). Check the boxes and click the SMS button to the right to write a text.
If you prefer to email them, check the boxes and click the Email icon to copy the email addresses (for those who provided one). The email addresses will be copied to your computer's clipboard. Paste the email addresses into your email provider (i.e., Outlook, Gmail, etc.) to send an email.
