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DOUBLE YOUR ENROLLMENT WINS!

NEED ENROLLMENT INFORMATION?

Suzie Que

Suzie@nodomain.com

CLASSIFICATION - Freshman

  • School of Education
  •  School of Nursing
  •  School of Engineering
  •  Mass Communication
  •  School of Business

YOUR WEB APPLICATION FORMS

All Inquiries such as web forms, applications, landing pages can be AUTOMATICALLY captured and pushed into your admissions system.

Opportunities

kanbanList

  • Filter:All groups opportunities managed by All Opportunities managers
  • With creation dates between30 May 2018 and 30 May 2021
  • With creation dates between30 May 2018 and 30 May 2021
  • With Close dates between09 Nov 2011 and 01 Sep 2023
  • Show opportunities forall opportunity pathsdefault phase path
$14 M
Print Import Export All (Excel) Export All (CSV)

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  • Initial Conversation Conducted

    $5,388,000 (66)

    Freshman – Education

    Suzie Que

    School Of Education

    Value: $15,000.00 USD

    60% Win

    Should close in 15 days

    Check List: 1/3 items completed

    Freshman – Business

    Jamie Smith

    School Of Business

    Value: $22,000.00 USD

    70% Win

    Should close in 22 days

    Check List: 1/3 items completed

  • Qualification - Working

    $2,368,000 (26)

    Doctorate – ED.D

    Mark Twain

    Educational Administration

    Value: $50,000.00 USD

    90% Win

    Should close in 5 days

    Check List: 3/5 items completed

    Freshman – Elem Education

    Bobby Techman

    School of Educations

    Value: $18,000.00 USD

    90% Win

    Should close in 5 days

    Check List: 3/5 items completed

  • Housing – Vehicle - Parking

    $3,245,000 (43)

    Freshman – Engineering

    Sam Elliot

    School of Engineering

    Value: $16,000.00 USD

    60% Win

    Should close in 35 days

    Check List: 3/5 items completed

    Sophomore (Transfer)

    Mike Stand

    Mass Communication

    Value: $19,000.00 USD

    90% Win

    Should close in 25 days

    Check List: 3/5 items completed

  • Signatures & Agreements

    $2,125,000 (26)

    Freshman – Engineering

    Christian Bennett

    School of Engineering

    Value: $18,000.00 USD

    60% Win

    Should close in 35 days

    Check List: 3/5 items completed

    Sophomore - Marketing

    Michelle Johnson

    Mass Communication

    Value: $15,000.00 USD

    90% Win

    Should close in 25 days

    Check List: 3/5 items completed

  • Forecast for upcoming Semester

    $1,235,000 (16)

    Freshman – Engineering

    Sam Elliott

    School of Engineering

    Value: $16,000.00 USD

    60% Win

    Should close in 35 days

    Check List: 3/5 items completed

    Sophomore - Mass Comm

    Mike Stand

    Mass Communication

    Value: $19,000.00 USD

    90% Win

    Should close in 25 days

    Check List: 3/5 items completed

EVERY MODE IS OF COMMUNICATION IS AUTOMATICALLY
LOGGED WITHOUT A SINGLE KEYSTROKE!

Inbound and outbound calls in the office or on the go are automatically logged with FULL TRANSCRIPTION & Recording.

YOU focus on what to say, we’ll eliminate all note taking so you can increase productivity!

All Inbound and outbound text messages will be logged AUTOMATICALLY in the appropriate record.

NO MATTER if it is a one-on-one text or a text broadcast from the system.

Every sent or received email is AUTOMATICALLY logged in the appropriate contact record.

NO MATTER if you send your email from our system or your regular business email.

All Website Pages, web forms, downloadable documents, web chat conversations AUTOMATICALLY post every detail and ALL prospective student activity.

NO more logging activity all day long!

REAL-TIME ADMISSIONS PIPELINE

Opportunities

kanbanList

  • Filter:All groups opportunities managed by All Opportunities managers
  • With creation dates between30 May 2018 and 30 May 2021
  • With creation dates between30 May 2018 and 30 May 2021
  • With Close dates between09 Nov 2011 and 01 Sep 2023
  • Show opportunities forall opportunity pathsdefault phase path
$14 M
Print Import Export All (Excel) Export All (CSV)

text search

  • Initial Conversation Conducted

    $5,388,000 (66)

    Freshman – Education

    Suzie Que

    School Of Education

    Value: $15,000.00 USD

    60% Win

    Should close in 15 days

    Check List: 1/3 items completed

    Freshman – Business

    Jamie Smith

    School Of Business

    Value: $22,000.00 USD

    70% Win

    Should close in 22 days

    Check List: 1/3 items completed

  • Qualification - Working

    $2,368,000 (26)

    Doctorate – ED.D

    Mark Twain

    Educational Administration

    Value: $50,000.00 USD

    90% Win

    Should close in 5 days

    Check List: 3/5 items completed

    Freshman – Elem Education

    Bobby Techman

    School of Educations

    Value: $18,000.00 USD

    90% Win

    Should close in 5 days

    Check List: 3/5 items completed

  • Housing – Vehicle - Parking

    Drag & drop process can automatically push:

    • Emails
    • SMS messages
    • Voice broadcasts
    • Contracts for e-signature
    • or team assignments

    $3,245,000 (43)

    Freshman – Engineering

    Sam Elliot

    School of Engineering

    Value: $16,000.00 USD

    60% Win

    Should close in 35 days

    Check List: 3/5 items completed

    Sophomore (Transfer)

    Mike Stand

    Mass Communication

    Value: $19,000.00 USD

    90% Win

    Should close in 25 days

    Check List: 3/5 items completed

  • Signatures & Agreements

    $2,125,000 (26)

    Freshman – Engineering

    Christian Bennett

    School of Engineering

    Value: $18,000.00 USD

    60% Win

    Should close in 35 days

    Check List: 3/5 items completed

    Sophomore - Marketing

    Michelle Johnson

    Mass Communication

    Value: $15,000.00 USD

    90% Win

    Should close in 25 days

    Check List: 3/5 items completed

  • Forecast for upcoming Semester

    $1,235,000 (16)

    Freshman – Engineering

    Sam Elliott

    School of Engineering

    Value: $16,000.00 USD

    60% Win

    Should close in 35 days

    Check List: 3/5 items completed

    Sophomore - Mass Comm

    Mike Stand

    Mass Communication

    Value: $19,000.00 USD

    90% Win

    Should close in 25 days

    Check List: 3/5 items completed

Your admissions pipeline can be a completely automated. As you move each student through your process any outbound communication such as; emails, texts or voice announcements can be automatically dispatched as you move them from stage to stage. Everything can be managed from this Kanban chart, including tracking all inbound revenue totals.

ADMISSIONS REPORTING

Contact Fields:
  •  Contact ID
  • Full Name
  •  Firstname
  •  Lastname
  •  Title
  •  Email
  •  Address
  •  City
  •  State
  •  Zip/Post
  •  Country
  •  Phone
  •  Mobile
  •  Company
  •  Associated Contacts
Standard Fields:
  • Manager Name
  •  Manager Email
  • Created
  •  Created (RAW)
  •  Closed
  •  Closed (RAW)
  • Phase Path
  • Phase
  • Source
  • Quality
  •  Pct Win
  • Value
    Choose the headers you want in your report
  • Notes
  • Activities
Fields:
  •  Test Field
Checklist:
  •  Lead Received
Copy CSV Excel Print
Copy, print or export your report to excel

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Showing 1 to 10 of 194 entries

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Opp # Opp Title Name Manager Created Close Date Phase Path Phase Source Quality Value Notes Activities

1247

Freshman-REM

Jim Do

Susan

2021-Jun-2

2021-Aug-1

4 YEAR

Qualification- Working

Scholarship

A

$6000.00

Will arrive in July

Phone Call – Jun 6
Phone Call – Jun 10

1248

Freshman-Education

Sue Que

Robert

2021-Jun-7

2021-Aug-1

4 YEAR

Signature & Agreements

Website

A

$18,000.00

Will need housing

Phone Call – Jul 10

1249

Freshman-ENG

Segment your report by program type

Tammy Jones

Ronnie

2021-May-3

2021-Aug-1

4 YEAR

Signature & Agreements

Inbound call

A

$15,000.00

May have sister enroll as well

Mail brochure to sister
Phone Call – Jul 15

1248

Freshman-Sports Med

Steve Beck

Robert

2021-Jul-6

2021-Aug-1

4 YEAR

Qualification- Working

Website

A

$25,000.00

Will need housing-Moving

Report on dorm and housing requirements

Phone Call – Jul 12

INBOUND REVENUE PROJECTIONS

NO MORE KEYSTROKING NOTES
FUNNELMAKER LOGS EVERYTHING AUTOMATICALLY!

EmailAll email communication can easily sync with FunnelMaker so all related emails, inbound or out, will be automatically imported and posted in the appropriate prospective student record. Personal emails to your family and friends are excluded from this process. FunnelMaker also includes complete email marketing capability.

PhoneFunnelMaker includes a comprehensive phone system designed to log every phone call automatically. Inbound or out, desk-top or mobile, even from contacts not yet in your system. You’ll never have to keystroke phone call notes and details. No special hardware is required. Our phone system works with any mobile or desk phone device. Once you hang up, all conversations are automatically logged in the appropriate contact record.

TextingFunnelMaker also includes the ability to text your contacts from the desktop or mobile app. Whether you send or receive a business-related text we capture all text communication and store them in the appropriate contact record with a proper date stamp. FunnelMaker also includes complete text marketing capability.

WebchatFunnelMaker includes a complete webform and webchat capability. Whenever a prospective student completes a form OR asks a question from your website, we automatically create or update their record and log the entire conversation in their record. From chat conversation we can automatically alert your team, send out electronic brochures, emails, curriculum, etc., while posting all sent material in their contact record.

Lead ScoreWith numerous potential admissions, wouldn’t it be great to know which students are most interested in advancing their education with your University? When you email students, FunnelMaker embeds a cookie and scores all reads, reviews, downloads, link clicks, etc. from that student. You will know the students who are most interested in your school every day.

ACTIVITY AND TASK MANAGEMENT – INDIVIDUAL OR TEAM VIEW

  • Report:CRM Activities Completed
  • Filter: All Contacts Showing All ActivitiesUpdate
  • Activity Date Range From: Mon, 22 June 2020 To Tue, 29 June 2021Export HTML Export CSV
1 Click the activity report View by date range And by team member

CRM Activities Completed Between Mon, 22 June 2020 and Tue, 29 June 2021 (All Groups)

Admission Team's Activity By Date Range

CLICKABLE DAILY TO-DO LIST WITH EMAIL ALERTS

  • Jamie Russell – Marketing MajorPhone Call

    Completed:Mon, 2021-Jun-21 at 50:33 PM

    Called +12625279555 (Mobile) CallSid:CAbd76eb4f67d6c253dfdcc3ece0b96981, Call duration 24 seconds, Recorded 13 seconds of conversation, PLAY AUDIO, keywords:

    Contact: 625279555 is not available

  • Janet Johnson – Engineering MajorPhone Call

    Due: Thu, 2021-Jun at 8:00 AM Completed: Mon, 2021-Jun-14 at 5:58 PM

    This is day 3 phone call for someone we havent reached yet

    OVERDUE
  • Robert James – Business MajorPhone Call

    Due: Thu, 2021-Jun 15 at 7:00 AM Completed: Mon, 2021-Jun-14 at 5:57 PM

    This is flow up for a someone you havent reach yet

    OVERDUE
  • Smithy Rondes – Engineering MajorPhone Call

    Due: Thu, 2021-Jun-7 at 7:00 AM Completed: Mon, 2021-Jun-10 at 11:33 AM

    This is flow up for a someone you havent reach yet

    OVERDUE
  • James Peterson – Sports MedicinePhone Call

    Due: Thu, 2021-Jun-9 at 8:00 AM Completed: Thu, 2021-Jun-10 at 11:33 AM

    This is day 3 phone call for someone we havent reached yet

    OVERDUE
2 Immediately view the Completed or overdue Activity by team member

COMPLETE COMMUNICATION CONTROL FROM THE CONTACT RECORD

Edit Contact #775 - Betty Smithfield - bsmithf@nodomain.com

  • Contact Info
  • CRM / Activities
  • Groups (4 *)
  • Attribution
  • Stats
  • Visit

Member of group Diana's Propects

Print Envelope

1:47pm

Delete Contact Unsubscribe Contact
Betty
Smithfield

+1888-888-8888

bsmithf@nodomain.com
1234 Any Street
#222
Austin
TX
76662
  •  Football
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MajorFilter

  •  Engineering
  •  Sports Medicine
  •  Business
  •  International Studies
  •  Chemical Engineering
  • Nursing
  •  Open
  • New

MinorFilter

  •  Engineering
  •  Sports
  •  Mathematics
  • Medicine
  •  Business
  •  International Studies
Athletics
On Campus Dormitory
Freshman

2004 Feb1017

Rockville Md.
Chrush and Sorority
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