Digistorm

Ben Hare

Claire Wuoti

Leads Management

Learn how to search for a lead in Funnel.

How can I search for a lead in Funnel?

Learn how to manually add a lead in Digistorm Funnel

Manually add a new lead

When a lead's details are entered, Funnel will check whether the lead already exists. Here's how the process works.

Lead matching in Funnel - how it works

Apply these best practices to help reduce the number of duplicate leads and guardians in Funnel.

How to reduce duplicate leads and guardians

Learn how to use filters on the Leads module

Can I report on the lead activities of a particular user?

Learn how to separate leads or guardians who may have been merged by accident.

How to separate merged leads and guardians

Deleting leads or guardians

Learn how and why to use the lead owner field in Funnel

What is the 'lead owner field'?

Days Idle reflects all Lead activity that represents an interaction or engagement occurring with the lead or family

What does Days Idle mean?

How to add new closed lost reasons to your Funnel account.

Adding New Closed Lost reasons

Learn how to make use of Funnel's task management settings.

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

Learn the correct process to resend the form link after you have made an update to the lead profile

Why Isn’t the Updated Lead Information Showing on the Enrolment Form I Resent?

Learn how to unlink a parent not related to the lead

Removing a parent that doesn't belong to the lead

Learn how enrolment pipeline stages work in Funnel, how to track applicants, and best practices for managing changes.

Understanding Your Enrolment Pipeline

The leads module is the heart of your Funnel. This article will show you everything you can do here.

What is in the Leads Module?

A board view is available for those users who prefer a more visual approach to their data.

Views available in your Leads Module

Learn exactly what a filter is in Funnel and to create one yourself.

What’s a filter, and how do I make one?

Explaining and creating Folders in Funnel

What's a Folder and how do I create one?

Everything you need to know about dynamic lists, and how to create them in Funnel

What is a dynamic list in Funnel and how do I create one?

Learn about static lists and how to create one.

Static lists and how to create them

Use quick filters to search for a grade level or academic year of interest.

Filter by grade level and academic year

Learn how to copy a dynamic list within Funnel.

How to copy a dynamic list in Funnel

Sort and reorder your data from the leads table

Sorting by columns ​​

Easily view the history of your edits within a lead field.

View lead field edit history

If leads would like to stay in your data base for a future year you can easily roll up their entry year and year level by one year.

How to use the Roll Up function in Funnel

Filter leads by address

Filtering your leads by event information gives you more flexibility and provides more lead details for you to review.

Filter leads by Event information

How to filter leads by the number of guardians.

Filtering leads by number of guardians

You can change your table columns to suit the information you need to see at a glance.

Edit your table columns

This article will tell you the best way to find leads created directly in Funnel or by a particular form.

What does Lead Source Type mean?

Archiving data in Funnel is not currently supported.

Archiving Data in Funnel

How to view leads with guardians that are marked as disallow communication.

View and export 'disallow communication' leads

See what bulk actions are available in Funnel

How can I make bulk changes to my leads?

Learn how to filter enrolment forms with pending signatures using Funnel's filters

How to Filter for Pending Signatures

Jay Pateman

Leads Table

Your lead and guardian personal information section should show fields most important to you.

Set lead and guardian snapshot fields

How to update, add or edit information for existing leads in Funnel

Change existing lead data in Funnel

How to create a Checklist and add checklist items

How to create a Checklist?

Checklists

You can create lead score profiles to help order and prioritise your leads based on different lead data.

What is lead scoring?

Duplicate leads can be merged directly in Funnel

Merge Duplicate Leads

Learn how to order and set the fields included in your Lead Summary Download

Customise Funnel Lead Summary Download

Learn how to change or update the enrolment stage of a lead in Funnel.

How can I change the enrolment stage of a Lead in Funnel?

Learn how to add notes, tasks or activities to a lead.

How can I add a Note, Activity or Task related to a Lead in Funnel?

Find logged interactions faster with timeline filters.

Filter lead timeline by interaction or Funnel user

Funnel automatically sets some formatting rules to your incoming data.

Title-casing names in Funnel

Learn about Funnel uploaded documents and the file names they are given.

Funnel file types and file names

Trigger reminder and confirmation emails to form users who've misplaced the information.

Resend enrolment form reminders and confirmation emails

Download all documents relevant to an application or lead with the push of a button.

How to download all application or lead files

Learn how to create a follow-up task for a lead to assign to a team member or yourself.

Create a lead-related task in Funnel

Leads Profile

Find answers and get help from Intercom Support and Community Experts

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