Leads

A Lead in Schola is a record that includes all the information about a family who is interested in a school. Leads live in the Relationship Manager . Leads in Schola can come from different sources, including Schola lead generation, parents com...

To contact Leads, navigate to your Relationship Manager and then click on the Stage Tab for the Leads you'd like to work with. You will then see the list of Leads in that specific Stage. To contact a specific lead, hover over the Lead and cli...

When it comes to adding Lead s, you have two options: Add leads one by one Upload a CSV file Adding leads one by one Perhaps a parent has contacted your school directly and has requested an application from you. Great! Let’s add them ...

You have just hosted an open house or have canvassed a neighborhood and now you have fifty new Lead s. Let’s add those leads to the Relationship Manager ! Schola gives you the ability to add these leads in bulk by uploading them via a CSV file. ...