Enquiry module workflow

The enquiry module records the interest of prospective students and their families before they formally apply. You can access it from Menu → Academics → Applicants.

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Typical workflow

1. Open enquiry for courses. Choose the academic year and the courses you are accepting enquiries for. See How to activate enquiry for courses.
2. Prepare the settings. Add the enquiry stages, counselors and sources of information in Enquiry Settings.
3. Customise the form. Add, remove or reorder fields in Form Settings, and optionally embed the form in your school website.
4. Receive enquiries. Enquiries arrive through the embedded form or are entered by office staff.
5. Assign and follow up. Open each enquiry to assign a counselor and record the source of information. The counselor follows up with the enquirer.
6. Move through stages. Mark each enquiry as Qualified, Processed or Rejected, using any custom stages you created within Qualified.
7. Analyse. Use the counselor, source and course-wise reports under Enquiry → Reports.

Note: This article summarises the related enquiry guides in this folder. See the complete guide for links to each step.