What is covered in this article?
Why is this important
To ensure that your school’s data, admission funnels and analytics remain as accurate as possible at all times, Enquiry Tracker recommends that all student enquiries are recorded in Pipeline. In most cases, records will be added via submission of an online form but in some instances, a school may be required to add a student record manually.
Creating a New Student Record in Pipeline
- Go to Enquiries > Students List
- Click the + Add button to create a new record.
- Starting by entering the student’s first name and last name. If time permits, enter in other relevant data.
| Tip: If student information is unavailable, just enter Unknown for the student’s First Name and for the student’s Last Name as these are required fields. |
Once all available student details have been completed, you will need to add at least one primary contact.
- Scrolling down to the Related Contacts section
- Clicking Add Contact button.
- Search the current contact database to see if the contact already exists, if so select that contact.
- If the contact does not exist, click the Add Contact button to add a new record.
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Enter in the following required fields for the contact:
- First Name
- Last Name
- Relationship to student
- Contacts type
- Email address
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Again, if time permits, gather any additional information, otherwise click the green Save button.
| Tip: Recommend you also update the Admin Use and Research sections with the relevant information |
- Once all necessary changes have been made, click the green Save button.