Using the Enquiry Settings page you can add the various stages in the applicant enquiry process, add counselors, and add the different sources of information.
How to add different stages in Enquiry
By default in School Software Pro there are 3 stages in Enquiry Module namely – Qualified, Processed, and Rejected. Apart from these three, you can add various custom stages within the Qualified stage as per your institution’s requirement.
To do so go to Menu >> Academics >> Applicants >> Enquiry >> Settings >> Enquiry Settings >> Add Stage.
Once these stages are added you will get an option to move the enquiry applications to the various stages within Qualified.
How to Add Counselors
We can add either the employees admitted in School Software Pro or outside agents as counselors for the enquiry module.
Please refer How to add Counselor details in Enquiry module for more details.
How to Add Source of Information
Various sources of information through which the enquirer came to know about the institution can be updated.
Please refer How can I add Source of Information in Enquiry module.
Once the enquiry form is submitted the source of information and counselor name can be updated by the office staff.
See the below gif to understand better
