Pipelines
Capture inquiries and guide leads toward enrollment.
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7 step-by-step guides
- 1Understand the hub, All leads, stages, and prospective familiesLearn how Pipelines organizes every inquiry, the stages each lead moves through, and the family records created before enrollment.Available when your position includes access to Pipelines.
- 2Create or edit a pipeline, its stages, and what it ownsSet up a pipeline for one kind of inquiry, choose its service coverage and entry point, and maintain the stages your team uses.Available to people with permission to manage Pipelines.
- 3Work leads in Board and ListUse Board view for stage-by-stage work and List view for a compact table of leads in one pipeline.Available when your position includes access to Pipelines.
- 4Filter, bulk update, or archive leadsNarrow the leads table, apply safe updates to a selected group, and move inactive records out of active pipeline work.Available when your position includes access to Pipelines; some bulk actions require additional permission.
- 5Create and publish an inquiry formBuild a public inquiry form, connect submissions to the right pipeline entry stage, test it, and publish its live link.Available to people with Forms access; changing the owning pipeline or entry stage requires pipeline-structure access.
- 6Build and activate an automationBuild one connected workflow with triggers, waits, branches, and actions, then turn it on when it is safe to run.Available to people with permission to manage school or pipeline automations.
- 7Build timed follow-up in an automationAdd waits, messages, stopping rules, and event branches to one lifecycle automation.Available to people with permission to manage the relevant automation.