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Admissions lead intake

Role aware

This page proves manual lead entry, CSV dry-run import review, and validation reporting before any production lead creation or file ingestion exists.

Audience
Staff
Current limits
It uses local invented proof data only. It does not create leads, upload or parse files, import rows, create consent records, run duplicate matching, create tasks, write audit logs, or expose API/web-form ingestion.

Support request boundary

Use Sev3 if dry-run validation is unclear during review and Sev4 for labels, ordering, or proof-copy feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications9

Static proof preview

Real notification feeds, delivery, and preferences arrive in a later ticket.

Mina Patel

Mina Patel

mina.patel@otto-fixture.test

Switch local proof role

This changes only the local shell proof. Production role changes remain server-validated future work.

Search is a keyboard-focusable skeleton. No real index or permissioned search results are implemented in this ticket.

Admissions CRM

Admissions lead intake

A local proof surface for manual lead entry, CSV dry-run validation, and import review before any production lead write exists.

Otto Fixture BPPE Career School · intake proof

Admissions Representative · Mina Patel

Admissions intake

Manual entry and CSV dry run

Local proof data for creating or importing leads only after required contact, source, program, and consent facts pass validation.

Rows

Rows

4

Rows inspected in the CSV preview.

Ready

Ready

1

Rows with complete required proof fields.

Review

Review

1

Rows that need staff review before import.

Blocked

Blocked

2

Rows blocked by validation errors.

Writes

Writes

0

Manual submit remains disabled.

Manual entry

Lead capture fields

Submit disabled

Contact consent

I agree Otto Fixture BPPE Career School may contact me about admissions by email, text, and phone.

EMAIL, PHONE, SMS

Manual entry preview · 2026-10-12 9:30 PM PT

CSV dry-run preview

Rows are normalized and validated locally. Import execution, file storage, and lead creation stay off.

Row 2

Kai Martinez

Ready
Email
kai.martinez@example.test
Phone
(415) 555-0181
Program
Medical Assistant Certificate
Consent
EMAIL, SMS

No validation issues in this dry-run row.

Row 3

Rosa Ibarra

Needs review
Email
rosa.ibarra@example.test
Phone
Missing
Program
Dental Assistant Certificate
Consent
EMAIL
  • - Phone is missing; lead can be reviewed before import.

Row 4

Lee Jordan

Blocked
Email
not-an-email
Phone
(510) 555-0177
Program
Medical Billing and Coding
Consent
PHONE
  • - Email format is invalid.
  • - Consent wording is missing for imported contact permission.

Row 5

Missing legal name

Blocked
Email
mystery@example.test
Phone
(650) 555-0139
Program
Unknown program
Consent
EMAIL, PHONE
  • - Legal name is required.
  • - Program does not match an active proof program.

Validation report

Dry-run findings

4 errors

Row 3 · Phone

Phone is missing; lead can be reviewed before import.

warning

Row 4 · Email

Email format is invalid.

error

Row 4 · Consent

Consent wording is missing for imported contact permission.

error

Row 5 · Legal

Legal name is required.

error

Row 5 · Program

Program does not match an active proof program.

error

Dry run · Import

Dry-run only. No leads, consent records, tasks, files, or audit events will be created.

info

Proof boundary

Ticket 032 validates only

No import writes
Manual lead creation or update writes
CSV file upload, parsing, storage, or import execution
Consent record creation or audit-log writes
Duplicate matching, merge suggestions, or Person creation
Lead assignment automation and speed-to-lead task creation
API ingestion, web form embedding, or webhook processing