Student profile: management actions
Last updated: May 6, 2026
Student profile right column (always visible): Assigned to, Status, Pipeline, Tags. Quick actions: tasks, notes, tags, emails, pipeline updates, archive, delete. Use Tasks for follow-ups, Notes for internal, Archive for inactive history, Delete only for test/duplicates.
The right column of the student profile is a static section visible across all tabs. Use it to manage the entire counseling process.
Always visible
- Assigned to. Counselor on the student. Only admins can change.
- Status. Current status of the student.
- Pipeline. Current pipeline and stage.
- Tags. Custom labels for organization.
Quick actions
- Generate tasks. Create to-do items linked to the student.
- Add notes. Internal notes for the team.
- Create tags. Apply or create new tags.
- Send emails. Compose and send emails to the student.
- Update pipeline. Move the student through the sales pipeline stages.
- Archive student. Move out of active database while preserving history.
- Delete student. Permanently remove (irreversible).
When to use which action
- Tasks. Follow-ups, deadlines, action items.
- Notes. Internal comments not shared with the student.
- Emails. Direct student communication.
- Tags. Group students by campaign, source, or attribute.
- Archive. Inactive but historical records.
- Delete. Test data or duplicates only.