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TueviaTueviaManual

Leads

Leads is every person who might become a student: added by hand, imported from a spreadsheet, or arrived as a request from Explore or a campaign — those arrive by themselves, marked with where they came from.

  • The leads list
    What the list shows, its filters and groups, and adding a lead by hand.
  • Importing leads
    Turning a spreadsheet’s rows into leads, then assigning them.
  • Assigning leads
    Giving leads to people with a due date, so they show on each person’s Today.
  • A lead’s page
    Everything about one lead: its block, details, history, who has it and when it is next.

Owners, and anyone whose role has the CRM permission, see the CRM.