Coordinator Dashboard

Use the Coordinator Dashboard to move people from first contact to enrollment. This guide explains only what you click and see.

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What it’s used for

• Track new inquiries (leads) and follow up.
• Manage waiting lists and priorities.
• Record communication in contact logs.
• Send and track contracts.
• Enroll students into classes.

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Leads

1. Open Leads.
2. Add a lead with contact details and interest.
3. Set status and assign to a staff member.
4. Follow up and update status as they progress.
5. Search or filter by name or status.

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Waiting lists

1. Open Waiting Lists.
2. Add a student, set priority.
3. Update position when a spot opens.
4. Notify and set response deadlines.
5. Search or filter by name, class, or status.

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Contact logs

1. Open Contact Logs.
2. Add a new entry (who, how, why).
3. Record the result and next steps.
4. Use reminders to schedule follow‑ups.

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Contracts

1. Open Contracts.
2. Create from a template; personalize names, dates, terms.
3. Send for signatures.
4. Track status and save signed copies.

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Enrollments

1. Open Enrollments.
2. Enroll from a lead or waiting list.
3. Set class, start date, and notes; save.
4. Edit details later if needed.
5. Search or filter by student, class, or status.

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Tips

• Use status filters to focus on what needs attention.
• Use bulk updates where available to save time.
• Export lists for reporting when needed.

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Notes

• The sidebar lets you navigate between Leads, Waiting Lists, Contact Logs, Contracts, and Enrollments.
• Some fields vary by organization type; you’ll only see what applies to you.

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Tip:
If you need more help with tables, see the Tables Guide for detailed instructions on adding, editing, searching, and exporting data.