Skip to main content

Inquiries

Track admission/office inquiries from phone, email, walk-in, website, or referral.

Who can use this​

  • SECRETARY
  • ADMIN

Path​

/secretary/inquiries

Dependencies​

  • None beyond office process agreements.
  • Convert serious inquiries to Admit / Online admissions when ready.

Screenshot​

Inquiries desktop

Inquiries mobile

Steps​

  1. Open Inquiries at /secretary/inquiries as SECRETARY.
  2. Click Add inquiry. Fill Contact name, Email, Phone, Subject, Message, Notes, Source, then save.
  3. Filter Status (All / Open / In progress / Closed) and Source.
  4. Edit / Update as the case moves; Delete only clear spam.
  5. Close when resolved; note Resolved at.

Fields and actions​

  • Add inquiry / Edit / Delete / Update
  • Contact name, Email, Phone, Subject, Message, Notes
  • Status / Source filters
  • Columns: Contact, Subject, Status, Source, Notes, Resolved at

Common mistakes​

  • Leaving Open forever
  • Deleting instead of Closing
  • Missing phone on walk-in follow-ups