How to Add & Import Schools in BANG

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• Quick Add in BANG

  The Quick Add functionality will be visible on every screen. It allows you to efficiently add leads, tutors, documents etc. On the top right of the screen, hover over the ADD button. You will see the following options: Lead Tutor Quick Match Task ...

• BANG: Re-Enrollment Process

  Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...

• BANG Groups and their Permissions

  Roles Permissions Franchise Owners Franchise owners will have full permission of Client Delivery Models and see all of their own data. They will not have access to other franchise's data. Adminstrator Adminstrators will have full permission of Client ...

• BANG Icon List

  Icon Explanation  Edit  Create a Duplicate Campaign  Make a Campaign Inactive  Delete  Book Consultation  Add/Renew Enrollment  Account Summary  Add Notes  Cancel Consultation/Enrollment  Reschedule Consultation  Filter Filtered List, if you hover ...

• Adding a lead

  To add a lead:  In the top menu click on Lead to Consult > Leads, the LIST OF ALL LEADS page appears Click Add a Lead from the left panel In the BASIC INFORMATION Section fill out the following: Channel: The source of how the lead was generated Lead ...