This document will explain how to enroll a student from start to finish. It will include details on how to handle students who are under 18, as well as military students.
Getting Started in
...
LeadSquared
All applications in the enrollment system must be created from Contacts in SalesforceLeads in LeadSquared (LSQ). To get started find the Contact you want to work with at at https://stratatechus11.myleadsquared.salesforce.com/LeadManagement
In Salesforce LeadSquared there are a few required fields before the student is ready to start their application.
...
The following fields must all be set and correct in Salesforce LeadSquared before the student begins their application. If any of the following need to be changed on an application, they will need to be updated in Salesforce LSQ and then the student will need to login to their account in the enrollment system and start a new application. Note that the student does not need to use their registration link for new applications, they can just login at this point. Once an application is started these values can not be updated for the current application.
Owner
The contact owner in Salesforce LeadSquared will be the assigned rep in the enrollment system.
...
Campus
The application The email address of the LSQ user must match the email address of the rep in the enrollment system will be linked to the campus set in Salesforce.
...
Program Details
The program set in Salesforce will automatically be selected in the enrollment system.
...
In LSQ the campus, program, class time, and start date must all be set before the student can register and/or start a new application.
The LeadSquared Registration Link
Once the required fields above are all set, the student is ready to begin. If they are getting ready to fill out an application for the first time, they will need to register in the enrollment system using the link provided in SalesforceLeadSquared.
Students only need to use the registration link the first time they fill out an application. Once they use the link, the enrollment system will remember them, and their connection to their contact lead in SalesforceLSQ. To access their application, or start new ones, students can simply go to the enrollment system home page and click Login.
TWS Home Page: https://enrollment.tws.edu/
RSI Home Page: https://enrollment.rsi.edu/
The registration link can be found on the student’s contact profile Lead in Salesforce LeadSquared under Contact Details near the top of the pagein the Lead Details tab. Copy this link and provide it to the student. The student can then paste it into a web browser and proceed to register and fill out an application.
...
Filling out the application
...