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How do I manage my registration pipeline with Cheqdin?

Modified on Tue, 03 Mar 2020 at 03:54 PM

Our registration pipeline helps you manage your leads and keep track of the progress of each application you receive at your centre.


Editing your Registration Pipeline:


You can manually edit and update a child's status as the application progresses. 


For example, if a child has a tour of your centre, you can add the child's details to your system and mark their status as 'toured'. You can click on the drop-down list under  'current status' and make subsequent changes to 'waitlisted', 'closed'  or 'enrolled' as the application progress. 

 


What status will the parents see when I update my pipeline?


Here is a look at what the different statuses on your dashboard mean, and the corresponding status that will be displayed on your customer's dashboard:



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