Automatic "Lead/Prospect" for Incomplete Registration
It would be extremely helpful if a parent who never finishes online registration automatically is added to the leads and prospects lists and marked as "incomplete registration". And if and when they finish registering it automatically takes them o...
It would be super helpful, if someone has signed up for a trial or is a new student. If they could have a 24-hour before first class text reminder automatically sent to them from our Business number (NOT AN GENERATED PHONE NUMBER!)
What is the point of the new landing page option in the elite version when it's essentially just having parents create an account and then requiring admin to manage and filter the leads? I was under the impression that the landing page would lead ...
It would be so awesome to have an item on the Leads & Prospects page for a date to followup with the lead. As we go through leads and call or email them we can change the date to the next followup and our office staff would know who needs acti...
Lead Center New Leads set automatically to not receive statements
When adding a new lead in the Leads Center the default setting should be that they do not receive statements. Once enrolled this setting should change to "receive statements"
The ability to move a parent from Inactive to Leads Center
I would like to move a parent from "inactive" to a "Lead" in the leads center. Right now, we have to have two accounts for a person who has made an account with us (either in the past or recently) if we now want them receive automated contact in o...
Lead Center Recognizes when someone creates a DSP Acct
It would be helpful if Lead Center could detect when a lead creates a DSP acct. Once the acct is registered, it searches Lead center and matches. This could also avoid double entries in DSP.
Would love a quick link for a new lead so I don't have to go to magic>lead center>leads>lead options>add new lead. Way too many steps. Should be easy just like quick links for "Add a New Family" etc. Thanks!
On the Leads Center - Leads page, it's crucial to be able to see more information at a glance, including notes and what students are associated with each parent so you can search accordingly. Right now it's very inefficient having to click through...
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