Pipeline/Funnel Summary

Leads

Total Leads
3
Manual
3
Webhook
0
Zapier
0
Gmail
0

View System Stats

Status

New
3
Contacted
0
Qualified
0

Scoring

Hot
0
Medium
0
Cold
0
Unscored
3

Appointment

Appointment Set
0
Showed
0
No Show
0

Stage

Applied
0
Enrolled
0
Closed Lost
0

System Sync Summary

Leads
3
Events
317
Appointments
0
Applications
0
Sync Errors
195

Leads

List Open Leads
Lead Source Interest Stage Score Admissions Rep Client Action
Vanessa Botha
bothbothas@gmail.com
manual new - - default Open | Status
Marius Botha
mbotha@brainstormgym.com
manual new - - default Open | Status
marius@brainstormgym.com
marius@brainstormgym.com
manual new - - default Open | Status
Enquire Leads

Appointments

List Open Appointments
Student Date / Time Type Status Admission Rep Program Client Action
No open appointments found.

Applications

List Open Applications
Student Received Status Deposit Transcript Next Action Client Action
No open applications found.

Events

List Events
Date Student Event Type Agent Direction Subject Client Action
2026-09-14T20:22:46.396+00:00 mbotha@direct.ca
Admissions Director
lead_scored
system scoring suggestion (HITL)
HITL internal manual update default Open
2026-09-14 20:22:46.296509+00:00 -
-
lead_updated
updated by HITL
HITL internal manual update default Open
2026-08-12T20:40:17+00:00 mbotha@brainstormgym.com
DIvya
conversation
initial
WendyWELCOME outbound Commerce default Open
2026-08-12T17:19:53+00:00 no-reply@t.learn.coursera.org
Admissions Director
conversation
initial
WendyWELCOME outbound Google AI Professional Certificate default Open
2026-08-11T19:16:16+00:00 no-reply@t.learn.coursera.org
Admissions Director
conversation
initial
WendyWELCOME outbound Google AI Professional Certificate default Open
08/06/26 07:58AM marius@brainstormgym.com
Admissions Director
conversation
initial
WendyWELCOME outbound fine arts degrees default Open
08/06/26 06:45AM marius@brainstormgym.com
Admissions Director
conversation
initial
WendyWELCOME outbound fine arts degrees default Open
07/20/26 04:36PM marius@brainstormgym.com
Admissions Director
conversation
initial
WendyWELCOME outbound fine arts degrees default Open
07/20/26 04:35PM marius@brainstormgym.com
Admissions Director
conversation
initial
WendyWELCOME outbound fine arts degrees default Open
07/20/26 04:29PM marius@brainstormgym.com
Agent Zelda ZapTable
conversation
initial
WendyWELCOME outbound science default Open
07/20/26 04:27PM marius@brainstormgym.com
Agent Zelda ZapTable
conversation
initial
WendyWELCOME outbound science default Open
07/20/26 04:24PM marius@brainstormgym.com
Agent Zelda ZapTable
conversation
initial
WendyWELCOME outbound science default Open

Client Catalog

List Client Catalog Download Catalog CSV
Program / Course Type Tuition Duration Delivery Review Status Client Action
No client catalog items found.

Client Knowledge

Download Client Knowledge CSV
List Client Knowledge
Category Topic Title Review Status Confidence Client Action
No Client Knowledge items found.

Client Content Approvals


Conversation and Event History

Review all student and agent activity for client default. Events can be filtered by student email address or agent name.

Event History

Sales & ROI Tools

Model the potential financial and operational value of Admission Control using client-specific admissions volumes, staff costs, response times, and enrollment economics.

Admissions ROI

Client Administration

Manage shared client configuration and integration settings.

Sync Controls

Synchronize Google Cloud Storage with Workflow Tables for client default.

Leads

Appointments

Applications

Reverse Sync Exports

Download pending Datastore records that have not yet been confirmed in the corresponding Zapier Table for client default.

Leads

Download pending lead records for bulk upload into the Zelda ZapTable.

Appointments

Download pending appointment records for bulk upload into the Appointments Zapier Table.

Applications

Download pending application records for bulk upload into the Applications Zapier Table.

Bulk Data Upload

Upload CSV or XLSX exports from the corresponding Zapier Table. All imported records will be assigned to client default.

Leads

Appointments

Applications

Zapier Table - Direct Updates (CAUTION)

Manual Lead Entry (Walk-ins, Referrals, Telephone, etc.)

Create New Lead

Zapier Zelda ZapTable Test (CAUTION)