Overview
Pipeline Flow
Needs Attention
Pipeline Funnel
Course Comparison
Stage Dwell Time
Students by Lead Source
Enrollment & Outcomes Trend
| Name | Contact | Course | Progress | Status | Stage | Applied | Actions |
|---|
All Emails
| Student | Template | To | Subject | Status | Response | Sent At | Source |
|---|
All SMS Messages
| Student | Template | Phone | Body | Status | Source | Sent At |
|---|
Pipeline Stage Rules
Emails triggered when a student enters a stage or remains in a stage for a set number of days.
| Trigger Stage | Trigger Type | Rule Name | Template | Channel | Sends After | Then Every | Enabled | Actions |
|---|
Flag-Based Rules
Emails triggered when a student is flagged as stalled or not engaged.
| Trigger Stage | Trigger Type | Rule Name | Template | Channel | Sends After | Then Every | Enabled | Actions |
|---|
System Information
Email & SMS Templates
Templates available for automation rules and manual sends. SMS eligibility is configured per template.
| Template | Subject | SMS Eligible | Actions |
|---|
Pipeline Stages
The defined pipeline stages that students progress through:
Provider / School Information
Contact details, signatory, and school info used in bid letters and course info documents.
Courses
Course details used in bid letters, course info documents, and emails.
Lead Sources
Manage referral partners and lead attribution. Each source gets a unique apply page URL.
| Name | Contact Email | Referral % | Students | Status | Apply Link | Actions |
|---|
My Account
Admin Accounts
Manage who has access to this admin dashboard and their permission level.
| Name | Role | Created | Actions |
|---|