Managing Opportunities, Tasks as the Enrollment Team
Enrollment Team Representatives will have the ability to manage opportunities and tasks from a high level or drill into details at location level within the Manage Lead/Child screens.
- Logging in will direct an Enrollment Team Representative to their Home Screen view as detailed within their Staff Properties. Reps will be able to view:
a. Pipeline for the appropriate database level
b. Tour and Meeting Calendar for the appropriate database level
c. Tab Views â€“ based on individual settings, reps may see pending leads or a list of tasks to do with multiple view options.
- Based on the database location settings, an Enrollment Team rep will be assigned to each Lead and any automated tasks should be assigned to that team member.
- Business Rules assigned to the Team vs. a Rep will be assigned to an Available Team Tasks bucket found in the Task Tab options on the Home Screen.