Admissions CRM

Admissions performance

A local proof surface for speed-to-lead alerts, assignment-rule previews, conversion reporting, time-in-stage, and disabled automation actions.

Otto Fixture BPPE Career School · performance proof

Admissions Representative · Mina Patel

Speed-to-lead and conversion reporting

Local proof of response urgency, assignment-rule preview, and conversion reporting by source, representative, program, stage, and time-in-stage. Nothing here assigns, alerts, exports, or writes.

Pipeline Duplicates Contact record API contract

Total leads

All local leads in the proof set.

Applicants

Leads at Applied or later.

Conversion

50%

Applicant conversion from total lead pool.

Avg speed

14m

Average elapsed first-response minutes.

At risk

Due-soon or overdue local alerts.

Speed-to-lead queue

Alerts are sorted by due time and show what would stop the first-response timer once production tasks and messaging exist.

27 minutes ago

Rosa Ibarra

Overdue

Due: -7 min
Target: 20 min
Elapsed: 27 min
Assigned rep: Unassigned proof
Program: Dental Assistant Certificate
Source: CSV import

Assign before creating a real speed-to-lead task.

2 hours ago

Priya Shah

Timer stopped

Due: 0 min
Target: 20 min
Elapsed: 14 min
Assigned rep: Mina Patel
Program: Dental Assistant Certificate
Source: Referral

First response already logged by phone.

12 minutes ago

Alex Nguyen

Due soon

Due: 8 min
Target: 20 min
Elapsed: 12 min
Assigned rep: Mina Patel
Program: Medical Assistant Certificate
Source: Website form

Call now and stop the first-response timer.

2 minutes ago

Kai Martinez

Queued proof

Due: 18 min
Target: 20 min
Elapsed: 2 min
Assigned rep: Round-robin preview
Program: Medical Assistant Certificate
Source: CSV import

Would create an alert after import execution exists.

Assignment rule preview

Round-robin, program, and campus rules are visible as disabled previews before owner updates and automation are wired.

Round robin

Default new lead

Disabled

Rotate among active admissions reps in campus order.

Example lead: Kai Martinez
Would assign: Mina Patel

By program

Dental Assistant interest

Disabled

Route Dental Assistant Certificate leads to Mina unless capacity is full.

Example lead: Rosa Ibarra
Would assign: Mina Patel

By campus

San Jose overflow

Disabled

Route San Jose overflow to Evan after two overdue alerts.

Example lead: Alex Nguyen
Would assign: Evan Brooks

Conversion report preview

Rows demonstrate ADM-R-011 dimensions and time-in-stage without saved filters, exports, analytics tables, or automated performance actions.

Source

Website form

67%

Leads: 3
Applicants: 2
Accepted: 1
Enrolled: 1
Started: 0
Lost: 0
Conversion: 67%
Avg time: 14h

Source

API

100%

Leads: 1
Applicants: 1
Accepted: 1
Enrolled: 0
Started: 0
Lost: 0
Conversion: 100%
Avg time: 5h

Representative

Mina Patel

60%

Leads: 5
Applicants: 3
Accepted: 2
Enrolled: 1
Started: 1
Lost: 0
Conversion: 60%
Avg time: 31h

Representative

Evan Brooks

50%

Leads: 4
Applicants: 2
Accepted: 2
Enrolled: 1
Started: 0
Lost: 1
Conversion: 50%
Avg time: 22h

Program

Medical Assistant Certificate

60%

Leads: 5
Applicants: 3
Accepted: 3
Enrolled: 2
Started: 1
Lost: 0
Conversion: 60%
Avg time: 34h

Program

Dental Assistant Certificate

67%

Leads: 3
Applicants: 2
Accepted: 1
Enrolled: 1
Started: 0
Lost: 0
Conversion: 67%
Avg time: 12h

Stage

Applied

100%

Leads: 1
Applicants: 1
Accepted: 0
Enrolled: 0
Started: 0
Lost: 0
Conversion: 100%
Avg time: 24h

Stage

Enrollment agreement sent

100%

Leads: 1
Applicants: 1
Accepted: 1
Enrolled: 0
Started: 0
Lost: 0
Conversion: 100%
Avg time: 5h

Actions

Automation and exports stay disabled

No mutation handlers

Task creation and first-response timer writes are later automation work.

Assignment rules and lead-owner updates are not wired in this proof.

Notifications, fake inbox delivery, and quiet-hour checks are later.

Report persistence, filters, exports, and analytics jobs are later.

Proof boundary

Ticket 035 stays reporting-only

No automation writes

Production lead assignment rules or owner update writes

Speed-to-lead timer persistence, task creation, or completion writes

Notifications, outbound email, SMS, phone, or fake inbox delivery

Conversion reporting jobs, saved filters, exports, or analytics tables

Report-backed admissions decisions or automatic rep performance actions

Person, Student, Enrollment, Student 360, or enrollment agreement conversion