Administration
7 Docs
How to set automated triggers
Last Updated: February 25, 2026Set rules to automate changes and activities on a lead record
Add Enrollment & Start Goals
Last Updated: February 25, 2026Set enrollment and start goals by start date and Admissions Rep
Reassigning leads
Last Updated: February 25, 2026Reassign prospects to another Admissions Representative
Assigning Leads to Admissions
Last Updated: February 25, 2026Manually assign leads to Admissions Representative
What are Admissions turning points?
Last Updated: February 25, 2026Measure conversions throughout the Admissions pipeline