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Create a Lead and Move Them Through the Enrollment Workflow

2 min read

Table of Contents

This guide shows you how to add a new lead, fill in the key details, and move them through your custom enrollment workflow until they become a student. This matters because your workflow keeps your team consistent and makes sure every lead follows the same path to enrollment.

Step-by-step #

1. Create a new lead #

  1. From the dashboard, click Leads.
  2. Click New.
  3. Fill in the basics:
    • Lead Source (where they came from)
    • Lead Time (when they contacted you)
    • Name
    • Email or Phone (you only need one)
  4. Click Save.

2. Add Student/Enrollee details #

  1. Enter the Student Name.
  2. Optional: Add extra details, including Preferred Name, Birthday, Grade, and Sex.
  3. If there are additional family members to be enrolled at this time, click the Add Enrollee button and enter their details.
  4. Click Save and Continue.
    The system creates new Lead records for each Student/Enrollee. A tab opens for the first enrollee entered. To review other enrollees, click back to the Search tab, then click the appropriate Lead record.

3. Add Notes (optional) #

  1. Click the Notes tab.
  2. Click Add Note, then type your note.
  3. Click Save.

4. Find your workflow action button #

  1. Look at the top right of the Lead card for the large workflow action button.
    • The button color matches your site branding.
    • The button text depends on your custom workflow.

5. Complete the current workflow step #

  1. Click the large workflow action button to start or continue the next step.
  2. If the step has required fields, fill them in.
  3. Save when prompted.

6. Keep moving through workflow stages #

  1. Repeat this pattern for each stage:
    • Click the large workflow action button
    • Complete any required or optional fields for that step
    • Save
  2. If your workflow includes checklists or status boxes (like questionnaires or assessments), review them as you go so you know what is complete.

7. Convert the lead to a student #

  1. When you reach the final workflow step, click the last large workflow action button.
  2. Confirm if prompted.

After this final step, Foundation Roster closes the lead and creates a new student. You can find the new student in your Students area.