Articles on: Waiting List Module

Lead CRM - Life Cycle & Statuses

Lead CRM - Life Cycle & Statuses


This article will assist you with an overview of the life-cycle of the Lead to a Waitlist process for the Lead CRM.


Overview


The Lead CRM process allows you to follow a Lead enquiry through to a Placed Active Family.



Basic Flow of Lead to Enrolled Status (Active Family)



Lead Screen Statuses





Tours Screen Statuses





Waitlist Screen Statuses





Pending Enrolment Screen Statuses





To assist you further with managing the Lead CRM see: Help Page Lead CRM & Waitlist

Updated on: 12/05/2022

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