Admissions CRM

Admissions workspace

A local proof surface for the Phase 4 admissions workspace, stage board, queue, consent visibility, duplicate flags, and mobile admissions tabs.

Otto Fixture BPPE Career School · admissions proof

Admissions Representative · Mina Patel

Admissions CRM proof

Lead queue and pipeline board

Local fixture data for a BPPE career-school admissions team. This proof previews queue urgency, stage movement requirements, consent visibility, duplicate flags, and mobile tabs without writing lead records.

Lead intake Application form Duplicates Performance API contract Contact record Pipeline board

Total leads

Every card is invented local data.

New leads

First-response work stays visible in the daily queue.

Applicants

Application-stage records keep their source and consent context.

Due soon

Urgent tasks are sorted by due time.

Duplicate review

Duplicate candidates remain review-only.

Today queue

Admissions reps see response timers, follow-ups, application reviews, and enrollment-agreement work in one role workspace.

Due in 8 min

Alex Nguyen

high

Call within first-response window

Program: Medical Assistant Certificate
Consent: EMAIL, PHONE, SMS
Source: Website form

Due in 34 min

Priya Shah

medium

Send program outline

Program: Dental Assistant Certificate
Consent: EMAIL, PHONE
Source: Referral

Due in 1 hr 50 min

Dena Kelly

high

Review submitted application

Program: Dental Assistant Certificate
Consent: EMAIL, SMS
Source: Website form

Due in 3 hr 10 min

Samuel Chen

medium

Send application link

Program: Medical Assistant Certificate
Consent: EMAIL, PHONE, SMS
Source: Paid search

Due in 4 hr

Omar Patel

high

Prepare enrollment agreement

Program: Medical Billing and Coding
Consent: EMAIL, PHONE
Source: Manual entry

Due in 5 hr

Evelyn Ross

medium

Confirm agreement signature plan

Program: Medical Assistant Certificate
Consent: EMAIL
Source: API

Due in 23 hr

Maria Lopez

medium

Host appointment

Program: Medical Billing and Coding
Consent: EMAIL, SMS
Source: Event

Pipeline board

The board keeps all P0 stages visible, including application, agreement, enrollment, started, and lost states.

Stage 1

New

Alex Nguyen

Medical Assistant Certificate · Mina Patel

First response

Required: Legal name, Email, Phone, Contact consent

Stage 2

Contacted

Priya Shah

Dental Assistant Certificate · Mina Patel

Send program outline

Required: Legal name, Email, Phone, Contact consent

Stage 3

Appointment set

Maria Lopez

Medical Billing and Coding · Evan Brooks

Host campus appointment

Required: Legal name, Email, Phone, Appointment date

Stage 4

Toured

Samuel Chen

Medical Assistant Certificate · Evan Brooks

Send application link

Required: Appointment date, Tour outcome

Stage 5

Applied

Dena Kelly

Dental Assistant Certificate · Mina Patel

Review application

Required: Submitted application

Stage 6

Accepted

Omar Patel

Medical Billing and Coding · Evan Brooks

Prepare enrollment agreement

Required: Submitted application, Acceptance decision

Stage 7

Enrollment agreement sent

Evelyn Ross

Medical Assistant Certificate · Mina Patel

Confirm signatures

Required: Acceptance decision, Agreement sent

Stage 8

Enrolled

Lina Garcia

Dental Assistant Certificate · Evan Brooks

Registrar handoff

Required: Agreement sent, Enrollment confirmation

Stage 9

Started

Noah Kim

Medical Assistant Certificate · Mina Patel

Student 360 view later

Required: Enrollment confirmation, Start date

Stage 10

Lost

Hannah Owens

Medical Billing and Coding · Evan Brooks

No action

Required: Lost reason

Lead snapshots

Each snapshot carries the attribution, program interest, assigned rep, consent channels, application state, and duplicate signal needed for no-reentry conversion later.

San Jose · January 2027

Alex Nguyen

alex.nguyen@example.test · (415) 555-0128

No duplicate signal

Program: Medical Assistant Certificate
Assigned rep: Mina Patel
Source: Website form · Fall clock-hour interest
Consent: EMAIL, PHONE, SMS

Not started1 open task

Inquiry submitted 12 minutes ago. Next: First response.

San Jose · February 2027

Priya Shah

priya.shah@example.test · (510) 555-0199

Review duplicate

Program: Dental Assistant Certificate
Assigned rep: Mina Patel
Source: Referral · Graduate referral
Consent: EMAIL, PHONE

In progress1 open task

Phone call logged today. Next: Send program outline.

Review duplicate

San Jose · February 2027

Dena Kelly

dena.kelly@example.test · (925) 555-0188

No duplicate signal

Program: Dental Assistant Certificate
Assigned rep: Mina Patel
Source: Website form · Evening cohort
Consent: EMAIL, SMS

Submitted1 open task

Application submitted yesterday. Next: Review application.

Contact record Application

San Jose · January 2027

Evelyn Ross

evelyn.ross@example.test · (415) 555-0137

Review duplicate

Program: Medical Assistant Certificate
Assigned rep: Mina Patel
Source: API · Partner workforce program
Consent: EMAIL

Agreement sent1 open task

Agreement sent this morning. Next: Confirm signatures.

Review duplicate

Stage movement guardrails

Required fields are evaluated from local proof data so Sam can review the user-facing gating before drag/drop or save handlers exist.

Dena to Applied

Allowed

All required fields are present in the snapshot.

Alex to Applied

Blocked

Missing Submitted application.

Omar to Agreement sent

Blocked

Missing Agreement sent.

Admissions mobile preview

The role tabs match the Phase 2 mobile shell: Today, Leads, Inbox, Calendar, and Me.

Admissions

Alex Nguyen

8 min

Medical Assistant Certificate. Website form. EMAIL, PHONE, SMS consent.

TodayLeadsInboxCalendarMe

Proof boundary

Ticket 030 stays UI-only

No production writes

Production lead create/update/delete handlers

Outbound email, SMS, phone, or fake inbox delivery

Persisted activity timeline or communication event writes

Application form submission or document upload

Duplicate matching, merge execution, or merge audit logs

Automatic assignment rules and speed-to-lead automation

Person, Student, Enrollment, or Student 360 conversion