This short video guide will help you to learn more about Adding a New Lead in GEGI.
Adding a new lead in means creating new student's profile in GEGI. Proceed to Leads & Students menu tab above, seek and push Add button on this page.
Step 1 will allow you to search for another student profile. This is to avoid duplication.
Step 2 presents you the table with the following search fields:
- first name
- last name
- primary Email
- source type
- first contact
- inquired program
- chosen program
- admission advisor
- group name.
If you do not have a full information about a student, you can fill this later.
See the step by step video guide below to learn more on how to use this instrument in GEGI.
Note: Learn more about Leads & Students section in the following article: Leads & Students - Search and settings.