Leads Management
How can I search for a lead in Funnel?
Manually add a new lead
Lead matching in Funnel - how it works
How to reduce duplicate leads and guardians
Can I report on the lead activities of a particular user?
How to separate merged leads and guardians
Deleting leads or guardians
What is the 'lead owner field'?
What does Days Idle mean?
Adding New Closed Lost reasons
How do I manage my tasks in Funnel?
Copy leads to another account within an organisation
Show leads that have applied for other accounts within an organisation
What is in the Leads Module?
Views available in your Leads Module
What’s a filter, and how do I make one?
What's a Folder and how do I create one?
What is a dynamic list in Funnel and how do I create one?
Static lists and how to create them
Filter by grade level and academic year
How to copy a dynamic list in Funnel
Sorting by columns
View lead field edit history
How to use the Roll Up function in Funnel
Filter leads by address
Filter leads by Event information
Filtering leads by number of guardians
Edit your table columns
What does Lead Source Type mean?
Archiving Data in Funnel
View and export 'disallow communication' leads
How can I make bulk changes to my leads?
Set lead and guardian snapshot fields
Checklists
What is lead scoring?
Merge Duplicate Leads
Customise Funnel Lead Summary Download
How can I change the enrolment stage of a Lead in Funnel?
How can I add a Note, Activity or Task related to a Lead in Funnel?
Change existing lead data in Funnel
Filter lead timeline by interaction or Funnel user
Title-casing names in Funnel
Funnel file types and file names
Resend enrolment form reminders and confirmation emails
How to download all application or lead files
Create a lead-related task in Funnel