The student CRM
Tasks
A shared checklist for the whole team. Every task belongs to a student and has an owner and a due date, so nothing depends on someone remembering it.
The queues
- Overdue
- Past the due date and not done. Clear these first.
- Due today
- What needs doing before you go home.
- Open
- Everything upcoming.
- Follow-ups
- Tasks of the follow-up type — also managed in more detail on the Followups screen.
- Completed
- Done, for reference.
Filtering
- Type — call, document collection, application step, follow-up and so on.
- Owner — everyone, or one teammate.
Filtering by owner gives each counsellor their personal list for the day.
Where tasks come from
- Created by you or a teammate on a student profile.
- Created automatically as a student moves through the pipeline — a document needed for the next stage, for example.
- Booked when you close a follow-up (see Followups).
Completing a task
Tick it off. Completed tasks stay on the student’s timeline so there is always a record of what was done and when.
Make “clear Overdue and Due today” the first thing every counsellor does each morning. It is the single habit that keeps a pipeline from leaking students.