Listing, managing, updating leads and students

Learn more about how to list and manage your leads and students within EducationLink.

By default EducationLink will display your leads and students in a convenient and easy column-based layout, in case you want to see them in a list, you can also do it. In this article, we talk more about these two ways of visualizing deals, leads, students and the whole student lifecycle.

What is the student's lifecycle?

From lead to customer. From being a customer to renew their visa. What we mean about the student lifecycle are all the stages the student has to go through to start studying and get their visa. Once they finish their studies, the lifecycle re-starts, as they may now renew their visas.

EducationLink manages the whole student lifecycle. This is done by a feature called "Sales Pipeline". The important is: the sales pipeline is - essentially - every step the student has to go through to get their visa. These steps are completely customizable. But the default steps of EducationLink are:

  1. Inquired received;
  2. Counseling;
  3. Quotation sent;
  4. Application;
  5. Waiting for LOO;
  6. Payment pending;
  7. Waiting for COE;
  8. Apply for a visa;
  9. Waiting for visa requirements;
  10. Waiting for visa;
  11. Visa granted;
  12. Course in progress.
This may vary according what was set up in your account. As a matter of fact, it may be completely different, but the same concepts apply.

The sales pipeline...

The above explanation and the way EducationLink works is based on the most widespread best practices of sales teams, learn more about Sales Pipelines with this article: What is the sales pipeline? Everything about sales pipelines on EducationLink. If you're admin of your agency, check this article to learn how to customize your sales pipeline: Customizing and creating sales pipelines.

Viewing the student list as column/stages

Sometimes you may want to see your students and leads as columns (the default of EducationLink). EducationLink allows you to customize how you see your students. Besides the default:

sales-pipeline-columns-normal-education-link
Remember, you can drag and drop the students to update their status.

You can also use the compact version. To activate the compact version, hover the mouse over your picture, click on "My user settings" and scroll down until you find "Settings", activate the option "Compact view in students list" and click on "Save".

sales-pipeline-columns-compact-education-link

Viewing the student list as a list

If you have a lot of students and leads we recommend displaying them in a list instead of columns. To activate the list version, hover the mouse over your picture, click on "My user settings" and scroll down until you find "Settings", activate the option "Student list as table" and click on "Save".

sales-pipeline-columns-list-education-link