Managing Your Lead Pipeline

The lead pipeline in Neztio helps you organize and track prospective families as they move through your enrollment process. Each lead progresses through stages: New, Contacted, Tour Scheduled, Tour Complete, Enrolled, and Lost.

How the Pipeline Works

1. 1Go to Enrollment > Leads in the left sidebar.
2. 2New leads appear in the first column. Click a lead card to view details.
3. 3Update the lead's stage by dragging the card to the next column or using the status dropdown.
4. 4Add notes to track conversations, tour feedback, or follow-up actions.
5. 5When a family enrolls, move the lead to the Enrolled stage. Neztio links the lead record to the child's enrollment.

Adding a Lead Manually

1. 1Click the Add Lead button on the Leads page.
2. 2Enter the parent's name, email, phone number, and the child's name and age.
3. 3Select the program of interest.
4. 4Click Save. The lead appears in the New stage.