Contact Management
6 articles
- Workflows & Stages: Video GuideVideo guide to stages and journeys (note: navigation has since been updated).
- Preview a Student's Portal from Their Contact (View Student Portal)See a student's portal exactly as they see it, right from their contact record — open View Student Portal, click between their tabs, and troubleshoot from what's actually on their…
- Attaching Files to a Contact RecordUpload documents straight onto a student's contact record — what you can attach, how to rename and describe files, and who can see them.
- About WorkflowsHow Lumion helps you automate and guide the student journey — now via Customer Journeys and Automations.
- Contact Management: FilesUpload and manage files and documents directly on a contact record.
- Viewing Student Details in the Contact RecordSee a student's full picture — applications, contracts, payments, files, and communications — from their contact record.