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PRIM-I-93
PRIM-I-93
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Status
Planned
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Workspace
Primrose Private Ideas
Categories
Digital Enrollment
Created by
Jack Pearson
Created on
Dec 8, 2020
RELATED IDEAS
Ability to review and save submitted form details and documents to family portfolios or request updates to correct certain details before resubmitting.
Ability to convert standardized forms for state or local agencies automatically into a fillable web form that fills in and makes available the completed standard form in PDF format
Ability to trigger creation of tasks based on certain form/document submissions for both leads and enrolled families
Online/digital registration forms including a modifiable core structure to collect key data from parents enrolling their students - Must include digital document and signature support (Data collection, official document sharing, document execution)
DE002 - Ability to share an electronic form with enrolling families to capture information to be automatically filled to the family profile
Ability to trigger pre-registration forms individually, in batches, or in bulk to enrolled families to initiate pre-registration for the next school year.
Ability to combine registration payment collection with registration/pre-registration/wait list forms into a single process for the parent.
Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard
be able to receive completed and signed enrollment forms
Ability to create and send a Lead CRM emails directly from the lead list view or the lead details screen
The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family
(blank)
US Number
DE009
Criticality
XL
MPM Element
Family Manager
Department
School Excellence
Persona
FO, LTM
Priority (Numeric)
4.5
Comments
0
Votes
1
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