Leads
Review incoming leads and convert them into student records when appropriate.
Leads are incoming records from integrations and lead capture channels. They are used when the workspace receives data before a student record is created or when auto-create settings require manual review.
This section covers:
- Reviewing incoming leads.
- Understanding lead sources.
- Checking lead data before conversion.
- Converting a lead into a student record.
- Handling leads that should not be converted.
Related configuration: