This article will summarise the features available to the consultant, when working with a lead in Student Manager:-

Tags:

Tags are  a feature that allow for the consultant to further filter a group of leads. An example of this is using the to tag leads to mark a lead as "hot" or "cold", tag them as "call in 2020" etc.
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​Actions > Close:

Closing a lead is an option when there is nothing further to do the lead, e.g. you have tagged them a cold and want to close them so they no longer appear as open/active
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​Actions > Archive:

In Student Manager, we don't delete leads because at any stage you may want to reconnect with leads or link them to some kind of reporting, so having a history is important, for this reason there is the archive feature which can be looked at a "soft delete".
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​Activity:

This is a custom workflow which is configured in More > Settings > Leads Management > Workflow.
Depending on the current practises of the sales/recruitment teams a workflow can be configured. This mean that if your current approach is sending and email, following up with a call two weeks later, then sending a brochure/prospectus, follow up with call a week later and then convert to an applicant, this can be laid out in the Leads Management > Workflow, and the flow will be accessible from the leads section under the Activity option on the lead.
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The consultant can also take notes on various steps in the Activity flow as well.
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​Interests:

This stores the area that the lead is from, any comments they may have made, the current education level. With this information the consultant is able to populated the leads learning programme, campus and mode of study interests as well.
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This to ensure they channel them to the correct learning programme.
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​Applications:

Here an application can opened for the lead, executing this step will convert the lead to an applicant.
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​N.B. any contact details, relationships or document data collected during the lead engagement process will be stored against their profile, so when they complete the various steps in the applications process, some of the data will appear "pre-populated" and all they will need to do is confirm the data and fill in the missing fields required to complete the applications process.
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​Contact Numbers:

Here contact numbers for the lead can be captured and updated if necessary.
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​Reminders:

These are for the consultants reminders which they can setup, they will display at the top of the page until that particular date and time has past, they will then be moved from main screen to "Show Past Dates".
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​Links (Source,...):

This covers how the lead was informed about the institution and as a result was prompted to enquire. This covers a different Channels, Sources, Companies and Campaigns which the recruitment/sales team have available as part of their sales initiatives.
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​Relationships:

Relationships in Student Manager cover all "people" who are associated with leads, this covers things like Guardians, Account Payers, Doctors, Next of Kin, etc.
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​Documents:

These are documents which can be uploaded against the leads profile, this can be required documents or any other documents which may need to be lodged against a given lead.
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