Give enquiries a clear route to enrolment
Capture the programme of interest, relevant dates and the next step without collecting unnecessary personal information. Assign responsibility for follow-up and keep commercial approvals or booking documents connected to the right organisation and contact. Custom fields and tasks can reflect the information your process needs. Agree what constitutes a confirmed place, and ensure staff can distinguish an enquiry from an accepted booking.
Keep the delivery team informed
Use calendar and project workflows to organise preparation, communications and outstanding actions. Make changes in dates or arrangements visible to the people who need to respond. Where learner records already live in a student information system or learning platform, define which information belongs in CRM and how records are matched. Consider access and communication requirements carefully when working with children or other people whose records need additional handling controls.