Your application pipeline allows you to track the progress of your applications from start to finish. Each pipeline differs from another, through the number of milestones you break the pipeline into. This way, if you get behind, you will know far in advance of your final deadline and be able to adjust your plans or expectations to stay on target. 

Now you can make a to-do list for each milestone. Think about the gap between your baseline and your goal. What needs to happen to get from the starting point to the desired end point? Take note of tasks that are similar across pipeline milestone. This process will help you determine what tasks can be included in the pipeline milestone checklists.

Create preset tasks for each pipeline milestone, to systemise your education agency’s processes. New education counsellors? They will never forget what needs to be done for any of your agency’s applications. 

Create a repeatable applications process with notifications that get sent to your team when you move a lead from one stage to the next. Standard tasks and checklists ensure your team delivers consistent service each time.

Easily create applications with more than one course. Packaged course applications better reflect what the student is actually studying. Control where your application is going next, and the tasks you need to complete to progress to the next step.

Add related documents in the application and all application stakeholders (assigned team members, associated partner agents) will be kept in the loop. 

Never forget when a milestone was reached, when a task was completed, or who completed the task. With Inteleagent’s application timeline, you can go back in time and see the steps it took the application from start to finish.

Assign team members to your application process for easy collaboration. Assign application tasks to your team members and delegate application responsibilities to move the applications faster through your pipeline.