Inquiry Status Report
Report showing the status of all inquiries for the given date range with staff activity and additional comments. Report can be filtered enrollment status and prospect status. Enrollment status can be updated via the inquiry screen. Staff activity can be added via the inquiry screen (View/edit your inquiry select the phone icon in the top right corner of the adult contact screen). This report is useful to monitor staff actions on all prospects.
Note: This report shows how many inquiries came in during the given date range and how they have progressed, not how many students registered during this time period. If a student registered this month but was entered as an inquiry last month, they will not appear on this month if this current month's dates are selected. If a student was registered from a trial program previously and registered as a term member this month, they will not appear on this report when they register to their term membership, as they were included when they registered as a trial member.
Closing an Inquiry (with Prospects)
Closing an inquiry when someone has decided not to enroll in the program is quick and easy to do.
1. Manage the inquiry that you wish to close.
2. Select "Did Not Register" option.
3. Select reason that inquiry chose not to register. Reasons for not registering can be managed in settings by an organizational administrator.
4. If desired, add additional comments in the "Reason Comments".
5. Save the change.