Inquiry Source

The admissions manager can add inquiry sources to track how people are learning about the school.

To add an inquiry source:

  1. From the persona menu, select onBoard.

  2. Select Inquiry Source under Settings*, then choose *Add.

  3. Enter Sort Order (inquiry source types are listed alphabetically unless a sort order is entered)

  4. Enter Inquiry Source (i.e. Phone, Open House, Walk-in, etc.).

  5. Select Web Source for the source that indicates that the inquiry arrived from the WhippleHill website.

  6. Choose Save & Add Another or Save & Exit.