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• Status: Active, Stalled, Admitted, Deferred, Denied, Withdrawn, Enrolled.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