Edu Lead Tracker 2.0

Lead Tracker — Education Dashboard

Add New Lead

Create a new lead, update status, and log touches. Enrolled leads become available for Degree Audit sync.

No lead selected

Full Name

Program

Phone

Student ID (optional)

Status

Quick Touch (adds to Contact Log)

Notes (add a note entry)

Notes History

Contact Log (auto tracks touches)

How the sync works: This Lead Tracker writes all leads into the shared Master DB (SPH_EDU_MASTER_V1) under master.leads[]. Your Degree Audit “Sync from Lead Tracker” button pulls Enrolled leads from there.

Templates

Reusable message templates for touches (copy/paste).

Quick Use

Template

Template Text

Pipeline

Track totals by status. Filter and search to work your list.

—

New

Contacted

Applied

Docs Pending

Enrolled

Lost

Total

Touched (7d)

Status Filter

Sort

Lead	Status	Program	Last Touch	Updated

Tip: When you change a lead’s status to Enrolled and save, it will be available in Degree Audit sync.

Master DB Tools

Sync-safe backup/restore of master.leads[].

JSON

Backup exports the entire Master DB record so other dashboards keep working. Restore imports a backup and replaces the Master DB contents.