What is a Lead?
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. New Leads are displayed on the Submissions page under "Leads Summary."
How are Leads used?
Leads are potential customers who have shown interest in your organization by providing their contact information. You can use this information to follow up with them and encourage them to complete the enrollment process.
Where can I find my Leads?
Your Leads can be found on the Submissions page under "Leads Summary." This page displays all of your current Leads and their contact information.
How do I organize my Leads?
We have a bulk tag feature that allows you to add tags to multiple leads at once. These tags are called "Lead Tags" and can be found on the Submissions page > Leads. This can help you organize your leads and target specific groups for communication. To use the bulk tag feature, follow these steps.
How do I follow up with Leads?
To follow up with your Leads, you can use the contact information provided on the Submissions page. You can reach out to them via email, text, or any other preferred method of communication. See this support article for specific steps.
What if a Lead becomes a Customer?
If a Lead decides to complete the enrollment process and becomes a customer, their information will be found on their customer account page. Usually they will disappear from the Leads page. If they don't, you can then delete them by clicking the trashcan icon beside their name.
How do I export Leads?
To export the leads, select the boxes on the right, then click on the export icon in the upper right corner.
How do I edit a Lead?
You can edit the information obtained for each Lead. To do this, click on the pencil icon beside the lead's name. You can also add any internal notes (to be seen only by Admin Users) in the "Internal Notes" section. To delete a Lead, simply click the trashcan icon beside their name.
Conclusion
Leads are an important part of your enrollment process. They represent potential customers who have shown interest in your organization. By following up with your Leads, you can increase your chances of converting them into customers and growing your business.