Good work starts here
Current outreach operations and items that need attention.
Attention queue
0 itemsEngagement pipeline
Events
Create events and track alumni RSVP and attendance.
Surveys and check-ins
Reusable templates and profile-level responses.
Referral tracking
Track alumni-related inbound and outbound referrals.
Internal task journeys
Enrollment creates internal tasks only. Journeys never send messages.
Campaign drafts
Draft and preview only. This CRM has no campaign send endpoint.
Campaigns are structurally non-sendable. Previews show consent eligibility; no messages are delivered.
Engagement analytics
Operational totals derived from active CRM records.
Event engagement
Referral pipeline
Alumni directory
Manage ownership, engagement, and consent status.
| Alumni | Stage | Owner | Tags | Consent | Actions |
|---|
Alumni profile
Unified timeline
Profile information
Update current contact information and internal profile notes.
Relationship details
First 90 Days
Profile tasks
Task workspace
Prioritize, assign, snooze, and close internal follow-up work.
| Task | Alumni | Assignee | Priority | Due | Status | Actions |
|---|