Student CRM

☺

Select a student to view their record

or use Import Excel to bulk-add students

Info

Audit

Student Tasks

Full name

Student ID

Intake Group

Date of Birth

Phone number

Email address

Program / Course

College / Institution

Intake / Start Date

End Date

High School Attended

Professor

Estimated Funding (NOA)

Tuition Amount

Status

Call History

Log a call

Notes

New note

Follow-up Task

Saved follow-ups will appear in the Tasks tab. Urgent and overdue callbacks go on top.

Student Audit Checkpoints

Review each checkpoint, mark Pass or Fail, and add notes where needed.

— Passed

14 total checkpoints

What to Verify

Result

Notes

—

of 14

Not started

Auditor Notes

Tasks / Follow-ups

Urgent, overdue, and today’s callbacks are sorted on top.

Select a student to view tasks.

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