eyenquiries: Moving an enquiry through the pipeline
eyenquiries: Moving an enquiry through the pipeline
When you receive an enquiry, it is automatically added to the Enquiry In stage of the pipeline.
You can move an enquiry through the pipeline by dragging and dropping it to another stage. Dropping an enquiry into some stages will trigger an action. For example, dropping an enquiry into the Visit stage will bring up a pop-up prompting you to schedule a parent visit. We’ll go into more detail about this later.
Performing certain actions on an enquiry’s profile will also move them through the pipeline. For example, sending a registration form to an enquiry through their profile will automatically move the enquiry to the Registration Form stage in the pipeline.
You can also drag an enquiry box to the bottom of the page, where two options will appear: Mark enquiry as lost and Enrol child. Dropping the box over one of those options will trigger its associated action.
When a parent fills out an enquiry form, the enquiry will automatically appear on your eyenquiries pipeline. To view this enquiry: In the sidebar, go to eyenquiries > Pipeline. The new enquiry should have appeared under Enquiry In. The date of the ...
Parents make an enquiry by submitting a form, which creates an enquiry profile on the pipeline. Before you allow parents to submit the form, we recommend looking through the customisation option so it fits your setting’s needs. In the top right, ...
Your pipeline is your main way of tracking the progress of each of your enquiries. Let’s go through it from top to bottom. In the top left is the Filter button, and the Legend. The filter lets you control what you see on the pipeline. The Legend is a ...
When managing enquiries, there are certain actions that have to be repeated over and over again. Confirmation emails, phone calls, tasks – if there are things that recur in the process of moving an enquiry through the pipeline, they can be sped up ...
eyenquiries generates a personalised link that can be used to access your setting’s enquiry form. This can be sent out to parents, or inserted into your website. In the top right, click on > System settings. On the left-hand side, click on ...