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 visualising deals, leads, students and the whole student lifecycle.
From lead, to customer. From customer to renewing visa. What we mean about the student lifecycle is 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 visa.
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:
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 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.
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:
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 in "My user profile" and scroll down until you find "Settings", activate the option "Compact view in students list" and click in "Save".
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 in "My user profile" and scroll down until you find "Settings", activate the option "Student list as table" and click in "Save".