Apart from the parent(s) filling out the inquiry form sent to them, you can also add inquiries to the CRM yourself using the center dashboard.
Access Path : Center Dashboad > CRM > Add New Inquiry
On the Add New Inquiry page, you can able to provide the parent and child info along with program info and contact preferences.
After entering the requested details, you need to select the desired outcome (Inquiry/Schedule Tour invite/waitlist invite) of the new inquiry.
'Add a New Inquiry Only' :
This option allows you to make a new inquiry without initiating a Tour or Waitlist request. However, an inquiry created using this option can be converted into a Tour or Waitlist request at a later stage.
Add Inquiry and Schedule/invite to tour:
This option allows you to add an inquiry and schedule a tour for the parent(s). Here, you have two options,
1. You can schedule a tour for the parents directly
2. Send an invite to the parents
Scheduling the 'Tour' directly on behalf of the parents :
Using this option, you can directly select a slot for the parent(s) to tour.
Invite the Parents by email to schedule a tour on their own :
This option allows you to send an email invite to the parents, allowing them to choose a convenient time slot for the tour from the available options.
Add Inquiry and invite to join Waitlist:
By selecting this option, you can do any one of the following two actions,
1. You can directly add the parent to the waitlist by yourself
2. You can send an invite to the parent to join the waitlist
Add This Family to the Waitlist directly
You can add a family directly to the 'Waitlist' on behalf of the parents.
if your center collects any waitlist fee then you can do any one of the following two things,
1. You can waive the waitlist fee
2. You can send an email to the parent(s) to collect the waitlist fee.
To send an invite to the parents to join the waitlist, select the 'Invite the parents by email to join the waitlist' option on the 'Process' page and send the invite to the parent(s).
