The student profile is organized in many tabs, to keep all the data related to the student separated. Below we explain each tab:
The "Summary" tab displays a consolidate of the most important information about your lead or student.
The current step of the Sales Pipeline of the student, displayed in a timeline, to help you manage the student's sales process.
Right below the Sales Pipeline, we have some quick actions, that change according the student stage (if it's lead or client), and status (if it's onshore or offshore).
The most important and used fields of the student profile is displayed in the left, so you can quickly changed it at anytime.
You can right notes, create tasks and send emails related to the student. The notes are easy way to store and remember everything that it's happening to the student, so in case you talk to them in the future you remember everything there is to remember and/or if an employee leaves your agency and they left notes, all this knowledge about what happened with the student is still retained within your agency.
The "Info" tab stores every single piece of data regarding the student. Things like visas, passports, bank accounts and address.
Whenever you send a quote to a student, they will be listed here, they may be valid or expired already. To learn more about quotes, check our article: Listing all quotes sent to a student.
Every sale you made to a specific student will appear here. A sale is a product (course, accommodation, insurance, etc) that the student wants to pay/start to use it. Learn more about sales in our article: Selling a course to a student: adding a sale.
Every document of the student will be stored here. It's just like Dropbox or Google Drive, but integrated directly on EducationLink, check our article in the subject for more information: Upload and store student documents.
Every email exchanged with the student is stored here. Whenever you send an email via EducationLink the email get saved automatically. If you are using the Gmail or Microsoft Office 365 integration, the emails send from your own email account are also going to be saved here. For more information on this add-on, check our articles: Student emails: sending, storing and syncing with your inbox, Storing all your emails with students automatically within EducationLink.
Every future and past payment of the student will be stored here, and here you can easily retrieve the payment receipts. This feature may be only available to users with certain roles (Restricting access to certain functionalities: roles.).