Managing students: views and pipelines
Last updated: May 6, 2026
Students section CRM views: All (active), No Pipeline (unassigned), Archived (3-dot menu). Pipelines visualize sales process by stages. Switch via Viewing dropdown. Customize columns via 3-dot > Customize (per-user).
The Students section is Edvisor's CRM core for tracking and managing the student database.
How to access
Students in the left side menu.
Default views
- All. All active students.
- No Pipeline. Students not yet assigned to a pipeline.
Additional views
- Archived Students. Click the 3-dot icon next to No Pipeline. To unarchive, open the student and click Restore Student.
- Student Pipelines. Custom pipelines mapping the sales process. Each stage = step toward conversion.
What pipelines are
Visual tools that map the sales process by creating stages. Each stage represents a step a prospect takes before becoming a customer.
Switching pipelines
At the top of the screen next to Viewing, select a pipeline from the list. The student list reorganizes by pipeline stages.
Customize columns
- Click the 3-dot icon next to list pagination.
- Select Customize.
- Choose which fields to display.
- Click Add.
Customization is per-user — each team member sees their own configuration.