Edmissa docs

Quick start

Follow the shortest path from setup to daily student recruitment work.

Use this path when onboarding a new agency workspace or a new admin.

  1. Review the core terms in Edmissa.
  2. Configure users, roles, and locations.
  3. Configure lead sources.
  4. Create or review application pipelines and stages.
  5. Configure form templates and fields.
  6. Configure document types and checklists.
  7. Review incoming leads.
  8. Convert a lead into a student profile.
  9. Create or manage an application.
  10. Assign tasks and follow-ups.

For daily users, start with Daily Work. For admins, start with Configure Edmissa.