Prospects System

Track and manage your prospects

  • Pipeline view
  • Drag and drop
  • Tasks
  • Calendar
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The myMA Prospects system is a powerful
tool to help you manage and expand
your student base.

Track prospects from initial contact to enrolment, customise pipeline stages, and efficiently manage appointments and tasks.

Streamline you admin and keep track of your prospects through your bespoke pipeline.

Watch your school grow with myMA Prospects!

Prospects Walkthrough

Everything you need to know.
Watch the video to learn about all elements of the prospect system, how they fit together and how to get the most from them.

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Great Features

Looking for something specific?
Watch the videos to learn about individual features:

Demo and Q&A

Missed our live demo and Q&A? Catch up below:

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User Role Access to Prospects and Task Management

Staff members for schools have different roles available when creating logins.
Access to tasks for each role will be:

Standard Access:

Users with Standard Access will have access to Prospects but will only be able to see and edit tasks assigned to them. On the Prospect profile, they will be able to see all tasks associated with the prospect but won’t be able to edit or delete tasks not assigned to them.

Owner Access:

Users with Owner Access will have full access and be able to see, edit and delete all tasks.

Instructor Admin Access:

Users with Owner Access will have full access and be able to see, edit and delete all tasks.

App Only Access:

Users with App Only Access will not have access to Task Management or the Prospect System.

Financial:

Users with Financial roles will not have access to Task Management or the Prospect System.

GDPR

In accordance with UK GDPR legislation, we will not keep your data for longer than necessary. Prospect data, along with all associated details, will therefore only be retained by NEST for a maximum period of 6 months following the last communication with the prospect. Similarly, task data and details will be retained for 6 months from the date of task allocation.

Any questions? Get in touch

enquiries@nestmanagement.co.uk

0115 945 5030