Enrollment Funnels

In the sidebar, Enrollment Funnels opens as a group of four:

• Spiritual Direction
• Dream Work
• Conference
• Undesignated

Each one is a Kanban board — six columns, one card per person in that stage. Cards are draggable: pick one up, drop it into the next column, and the person’s stage on that program changes immediately. The Timeline on their record records the move.

Spiritual Direction and Dream Work

These two are program funnels. Each shows the people who have a row for that program — nothing else. If an alumna of Dream Work applies to Spiritual Direction, she appears in both funnels: Alumni of DW, Applicant of SD, both at the same time.

The six columns are Prospect → Engaged → Applicant → Admitted → Student → Alumni. Each card shows the person’s name, email, engagement score and the date their row last changed. A “paused + exited” toggle in the top right brings back cards whose status isn’t Active (On leave, Deferred, Withdrawn, Declined, Not a fit, Dormant) — those cards show up greyed, with a status badge.

For how all of this works underneath, see the chapter on The pipeline model.

Conference

A single list of people who hold the Conference Attendee tag — the Summer Dream and Spirituality Conference crowd. The columns are the same six stages, but a person’s column shows the furthest stage they have reached on any program. Someone who has only ever attended the conference lives under Prospect; a conference attendee who later became a Dream Work alumna sits under Alumni.

Conference people are not required to have a program row. The chapter on The pipeline model explains why.

Undesignated

The catch-all. Everyone in Contacts who has no person_programs row at all — cold leads from a generic newsletter signup, the people a social media import brought in without a program. The office works this list by clicking each row and either:

• Adding them to a program, if the follow-up conversation makes it clear which one they want, or
• Marking them Not a fit or Dormant and moving on.

The Dashboard’s Undesignated tile links straight here.

One quick tip

Dragging a card writes the stage change to the database the moment you let go. There is no “save” step; a card that returns to its column after you move it means the update ran but something scoped it back — most often, a status filter you have on. Toggle Show paused + exited and look for the card there.

Next: Inbox.