# Applicant CRM

> Work the applicant pipeline in Unifuse: search and filter applicants, move them through the nine stages, keep counselor notes and tags, and read the application timeline.

Source: https://docs.unifuse.ai/enrollment/applicant-crm/

**Enrollment → Applicant CRM** is the list of applicants synced from your CRM or admissions
system, with a detail page for each.

## Before you start

- You need *view applicants* to read and *manage applicants* to change stages, notes and
  tags.
- The banner shows when the data was last synced.

## The list

Six KPIs: Total Applicants, Submitted, Admitted, Deposits Paid, Enrolled and Avg Progress.

Find applicants with **Search** (name, ID, program, email) and the filters:

- **Stage**: Inquiry, Application Started, Application Submitted, Documents Review, Under
  Review, Decision Pending, Admitted, Deposit Paid, Enrolled.
- **Status**: Active, Stalled, Admitted, Deferred, Denied, Withdrawn, Enrolled.
- **Term** and **Level** (Undergraduate, Graduate).

**AI Query** (needs *manage applicants*) accepts a short phrase such as "admitted
international applicants" and applies the matching filters; it understands a fixed set of
terms (admitted, enrolled, stalled, international, transfer, high priority, graduate,
deposit, missing documents). Clear it to return to the ordinary filters.

The table sorts by applicant, stage, progress, status and priority, and pages ten at a time.

## The applicant record

The header shows status, priority and application type, with cards for progress, stage,
documents and prior GPA.

- **Application Progress** is a stepper. **Advance Stage** and **Revert** move the applicant
  (needs *manage applicants*). Reaching Admitted or Enrolled updates the status to match, and
  every move is added to the timeline.
- **Document Checklist** shows each required document as Verified, Received, Pending or
  Waived. Documents are managed in your admissions system; this view is read-only.
- **Application Details**, **Academic Background** and **Financial & Engagement** summarise
  what your systems supplied.
- **Counselor Notes**: **Add Note** then **Save Note**.
- **Tags**: type a tag and **Add**; remove with the cross.
- **Application Timeline** lists stage changes and other events.

Opening an applicant record is written to the audit log.

## Related

- [Enrollment Overview](/enrollment/overview/)