Adding a New Inquiry
To add a new inquiry:
1. Select add, on the bottom right corner of your screen.
2. Input all inquiry information, beginning with the adult/parent information and adding children or additional family members as prospects. If the adult is inquiring about classes for themself, you can select “is prospect” at the bottom of the adult contact box. Updating the progress of your inquiry will add the appointment or lesson to your calendar displayed on your dashboard. When all information has been entered.
3. Click save on the bottom right corner of your screen.
All inquiries can be modified or closed via the inquiries tab.
Purpose of Inquiry Tab
The purpose of this tab is to be a work station to manage your inquiries. From this tab, you can manage each individual inquiry including:
- Updating demographic information
- Scheduling appointments/ Move them through the enrollment process
- Record and manage communication with each individual inquiry
Visitor Information
If creating for a pre-existing inquiry:
1. Select Manage and Edit for the inquiry that you would like to create a Visitor Information for.
2. In the bottom left corner, select Visitor Information.
3. Have the inquiry complete the form.
4. Select Save. You will be taken back to the summary of that inquiry. A PDF of the Visitor Information form will be saved in the general box.
5. Save the inquiry.
If creating for a new inquiry:
1. In the bottom left corner, select Visitors Information.
2. Have the inquiry complete the form.
3. Select Save. You will be taken back to the summary of that inquiry. A PDF of the Visitor Information form will be saved in the general box.
4. Save the inquiry.
You can adjust the benefits that are displayed on the visitor information forms by adjusting your lists in settings.
For security reasons, staff will be required to sign back into Mastermind after a Visitor Information form has been completed.
E-mailing a VI Form
E-mailing a visitors information (VI) form to an inquiry prior to their visit to the school limits the time that staff need to spend on administrative tasks during an appointment. This allows for staff to focus more on teaching and selling. To e-mail a VI form:
1.) Enter your inquiry into Mastermind.
2.) At the bottom left corner, select "E-mail VI Form".
When a VI form is completed, there will be a PDF icon next to the inquiry's name on the inquiry screen.
If you would like to adjust the benefits listed for either children or adults, you can do so in Settings -> Lists -> Inquiry Goals (Child) / Inquiry Goals (Adult)