CRM

Concepts

• Person: contact identity
• Lead: admissions / sales prospect (may link to a Person)
• Interaction: conversation record
• Note / Follow-up: notes and tasks

Don’t conflate these. Lead lists filter by advisor and status; scope policy cuts rows.

Registration rules

• Search by phone before creating; the same primary number cannot be registered twice — you are sent to the existing person.
• First name Title Case, last name UPPERCASE (certificate format). Applied on blur and on save.

Payment plans

• On the person card, use Payment to create dated installment plans.
• Collect only after Activate.
• Partial collection per installment is allowed; the plan completes when all rows are paid.