Work with admissions leads
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Review capture forms, leads, stages, displayed scores and follow-ups safely.
Outcome
The correct student-primary lead has the intended stage and recorded next action.
Last reviewed
2026-09-12 · Operations
Before you begin
- An education organization with Admissions access.
- Use exact school and typed record identifiers for consequential actions.
Open the right workspace
- 1Sign in and open Dashboard.
- 2Choose Admissions from the dashboard navigation.
- 3If the item is not shown, ask an owner to check your access and the account package.
Handle the correct lead
- 1Find the lead using the student-primary record and confirm the school context.
- 2Review capture details, activity, displayed score and current pipeline stage.
- 3Treat guardian contact data as contact information, not as the student's identity.
- 4Record the next action or move the stage only when the actual admissions state supports it.
How to know it worked
- • The student-primary record, school, stage and next action agree.
If something goes wrong
- Never resolve a student or sibling by phone or email alone.
- If the problem remains, open Support and describe what you expected and what appeared.