01.
Family Profile & History (CRM)
- Family Information
- Descriptions
- Notes
- History
- Offer details
- Parent status
- Tasks
- Multiple children
- Multiple opportunities
02.
Sales Stages
Classify your leads at different stages. Move them across your sales funnel. Identify where your leads are getting stuck and where your opportunities are falling off.
- Inquiry
- Engaged
- Tour Booked
- Tour Completed
- Waitlisted
- Offered
- Enrolled
- Lost opportunity
- Graduated
- Withdrawn