Admissions Dashboard

Client Dashboard

Pipeline/Funnel Summary

Leads

Total Leads
11
Manual
11
Webhook
0
Zapier
0
Gmail
0

View System Stats

Status

New
11
Contacted
0
Qualified
0

Scoring

Hot
0
Medium
0
Cold
0
Unscored
11

Appointment

Appointment Set
0
Showed
0
No Show
0

Stage

Applied
0
Enrolled
0
Closed Lost
0

System Sync Summary

Leads
11
Events
138
Appointments
13
Applications
0
Sync Errors
66

Leads

List Open Leads
Download Leads
Lead Source Interest Stage Score Owner Client Action

manual - - default Open

manual - - default Open

manual - - default Open

manual - - default Open

manual - - default Open

creatologist@brainstormgym.com 		manual - - default Open
marius@brainstormgym.com
marius@brainstormgym.com 		manual - - default Open
mbotha
mbotha@direct.ca 		manual - - default Open
vanessa botha
creatologist@brainstormgym.com 		manual - - default Open

manual new - - default Open

manual new - - default Open

Conversation and Event History

Review all student and agent activity for client default. Events can be filtered by student email address or agent name.

Event History

Sync Controls

Synchronize Google Cloud Storage with Workflow Tables for client default.

Leads

Appointments

Applications

Reverse Sync Exports

Download pending Datastore records that have not yet been confirmed in the corresponding Zapier Table for client default.

Leads

Download pending lead records for bulk upload into the Zelda ZapTable.

Appointments

Download pending appointment records for bulk upload into the Appointments Zapier Table.

Applications

Download pending application records for bulk upload into the Applications Zapier Table.

Bulk Data Upload

Upload CSV or XLSX exports from the corresponding Zapier Table. All imported records will be assigned to client default.

Leads

Appointments

Applications

Client Administration

Manage shared client configuration and integration settings.

Zapier Table - Direct Updates (CAUTION)

Manual Lead Entry (Walk-ins, Referrals, Telephone, etc.)

Create New Lead

Zapier Zelda ZapTable Test (CAUTION)