Edvisor Recruit: Listing, managing, updating students and leads

Learn more about how to list and manage your leads and students within Edvisor Recruit.

By default, Edvisor Recruit will display your prospects and students in a convenient and simple column-based layout, in case you want to see them in a list, you can too. In this article, we talk more about these two ways of visualizing the entire student journey.

What is the student's pipeline?

From potential client to client. From being a client to renewing your visa. The student's pipeline is all the stages that the student must go through to start studying and obtain their visa. Once they finish their studies, the trip is restarted, since now they can renew their visas.

Edvisor Recruit manages the entire student`s journey. This is done by a function called "Pipeline". The sales process is, essentially, every step that the student must follow to obtain their visa. These steps are fully customizable.

The default steps used in Edvisor Recruit are:

  • Request for information received;
  • Advice;
  • Quote sent;
  • Application;
  • Waiting LOO;
  • Pending payment;
  • Waiting for COE;
  • Apply for a visa;
  • Waiting for visa requirements;
  • Waiting for visa;
  • Visa granted;
  • Course in progress.

This may vary depending on what was set up on your account. In fact, it may be completely different, but the same concepts apply.

The Pipeline ...

The explanation above and the way that Edvisor Recruit works are based on the most widespread best practices of education sales teams. Learn more about sales channels in this article: What is the salesPipeline? If you are an administrator of your agency, please refer to this article to learn how to customize your sales channel: Customizing and creating Pipelines.

View student list as columns

Students and prospects can be viewed as columns (default style for Edvisor Recruit). Likewise, the platform allows you to customize how you see your students:

HubSpot Video

Remember, you can drag and drop students to update your status.

You can also use the compact version. To activate the compact version, hover your mouse over your photo, click on "Personal settings" and scroll down until you find "Settings", activate the option "Compact view in the student list" and click on "Save".

HubSpot Video