The Inquiry Manager is accessed by clicking on the Admissions button in the lower left-hand corner of the Dashboard.
Click Inquiry Manager (top right)
Click the Settings button (top-right):
- Inquiry Statuses can help users filter on the Main Menu
- Contact Methods are available when viewing an Inquiry
- Embed Inquiry Widget has the code to embed 2 forms (short / long) into your company's website.
On an inquiry, clicking View allows you to
- Edit info and Status
- NOTE: the Transfer button is Not Available
- Track and remind an inquiry to finish an application (email)
- Select a Contact Method
- Add Notes
- Open Reports
- Report Type: Inquiry Manager (NOT Inquiry Report)
- If an inquiry's Status is changed to Imported, this report will display conversion rates.