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.
