IN THIS ARTICLE:
Watch this short video to learn how to best manage your students in Inteleagent
Managing your students is at the core of every CRM software and would top the list of reasons why you would look to implement a CRM software in your education agency operations. Inteleagent shines when it comes to student management. Here are a few things you should know when managing your students through Inteleagent:
Displayed attributes
You might look at the Students menu and think: “”It’s too much information displayed here!” No problem… Inteleagent allows you to choose the attributed you want displayed. You have a choice from: NAME, EMAIL, STATUS, TEL, DATE CREATED, DATE OF BIRTH, LAST UPDATED, FOLLOW UP ON, VISA EXPIRES, COUNTRY, PARTNER AGENT, and TEAM MEMBER.
Status
This is a feature similar to Lead Scoring in your general CRMs. You are able to score your students depending on how likely they are to convert to an actual application. You can choose how Cold, Warm, or Hot they are when it comes to converting. Every change in status is recorded in the student timeline.
This feature is especially useful when used in conjunction with the sorting feature. You are able to sort the status of your students, the ones who are hot will appear on top of the list.
Activity
This feature will allow you to track any changes in your relationship with your student. Events recorded in the timeline are:
- status changes
- notes
- documents uploaded to student’s profile;
Documents uploaded here will sync with all applications associated with the student. Documents uploaded to a particular application will not sync with the documents in the student profile.
Follow Up
Never lose a student again. How many times did you forget to follow-up with a student? Not anymore. The follow up feature will remind you on the set date, to follow up with students so you don’t loose any of them.
You can find it in the student profile, under the DETAILS tab, down the bottom:
