Recording Inquiry Action - Bulk

Navigate to Admissions > Inquiry/Applicants. You need the Admissions Full or Admissions Read role to access this page. Select the desired set of inquiries and use the multi-action “Actions”. You need the Actions Full role to perform this multi-action.

Specify the desired Action, Academic Year, Scheduled Date if applicable, Completed Date, and Comment. Click the “Create New” button to generate the actions.

Note: Actions with a Method of “Email” will not schedule emails to be sent. Instead, of using the “Actions” multi-action, use the “Email” multi-action. When creating the email, you have the opportunity to choose an Action which will be applied to the selected inquiries.

Schedule Demo

Please, make sure that all required fields (marked with *) are completed.

School Name *

Relation to School *

select

Last Name *

Your First Name *

Your Email *

Your Phone # *