Lead CRM - Next Contact Dates

This article will assist you with managing Leads, Waitlists and Pending Enrolments by Next Action Dates.

Overview

The Leads and Waitlist screen allows you to manage new Enquiries, Waitlist applications and Completed Enrolment Statuses.

The Next Action Date can be added and filtered on via:

Leads/Enquiries Screen
Waiting List Screen
Pending Enrolments Screen

Adding a next Contact Date - Leads Screen Individual Enquiry

A Next Contact Date can be added to an individual Enquiry by:

Select the Waitlist & Tours Screen
Select the Leads screen
Select the 3dot menu for the Lead/Enquiry, you would like to manage
Select Set next contact date from the drop-down menu

Set the required Next Contact Date
Select Save

The Next Contact Date will display on the enquiry.

Adding a next Contact Date - Leads Screen Bulk Contact Date

A Next Contact Date can be added to more than one Enquiry via the Leads screen by:

Select the required Leads/Enquiries
Select Bulk Action
Select Set Next Contact Date from the drop-down menu

Set the required next action date for the selected enquiries
Select Save

Filtering Next Contact Dates via the Leads Screen

To filter on Next Contact Dates:

Select the Filter icon

Next Contact Date From - Select the required Contact start date
Next Contact Date To - Select the required Contact date up until
Select Update Search

Adding a next Contact Date -Waiting List Screen Individual Enquiry

Note: Next Contact Dates will carry across from Leads to Waiting Lists to Pending Enrolments, however they can also be updated on the individual screens as the enquiry progresses.

Similar to the Leads screen, next contact dates can also be applied via the Waitlist Screen.

Within the Waitlist & Tours Screen:

Select the Waiting List screen
Select the 3 dot menu for the Lead/Enquiry, you would like to manage
Select Set next contact date from the drop-down menu

Set the required Next Contact Date
Select Save

The Next Contact Date will display.

Adding a next Contact Date - Waiting List Screen Bulk Contact Date

A Next Contact Date can be added to more than one Enquiry via the Leads screen by:

Select the required Waitlists
Select Bulk Action
Select Set Next Contact Date from the drop-down menu

Set the required next contact date for the selected enquiries
Select Save

Filtering Next Contact Dates via the Waiting Lists Screen

To filter on Next Contact Dates:

Select the Filter icon

Next Contact Date From - Select the required Contact start date
Next Contact Date To - Select the required Contact date up until
Select Update Search

Adding a next Contact Date - Pending Enrolments Screen Individual Enquiry

Note: Next Contact Dates will carry across from Leads to Waitlist to Pending Enrolments, however they can also be updated on the individual screens as the enquiry progresses.

Similar to the Leads & Waiting List screens, a next contact dates can also be applied via the Pending Enrolments screen.

Within the Waitlist & Tours Screen:

Select the Pending Enrolments screen
Select the 3 dot menu for the Lead/Enquiry, you would like to manage
Select Set next contact date from the drop-down menu

Set the required Next Contact Date
Select Save

The Next Contact Date will display.

Filtering Next Contact Dates via the Pending Enrolments Screen

To filter on Next Contact Dates:

Select the Filter icon

Next Contact Date From - Select the required Contact start date
Next Contact Date To - Select the required Contact date up until
Select Update Search

To assist you further with managing Leads and Waitlist see: Help Page - Lead CRM & Managing Waiting Lists

Updated on: 15/11/2022

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