Managing students: views, filtering, and bulk actions

Last updated: October 9, 2026

Keep track of every student from first inquiry to final enrollment.

Managing your students

Adding a Student

Go to Students and click Add Student. Enter their basic information:

  • Name, email (required — used for portal login), date of birth, nationality
  • Phone, address, passport number, visa type
  • Study goals: destination, schools, programs, start date, duration, budget

You can also add students through Forms (see "How to Use Forms" guide).

Pipelines

Pipelines organize your students by stage. Each pipeline has statuses (e.g., New Lead → Contacted → Proposal Sent → Booked → Enrolled). Each status can have a checklist so your team knows what to do at each stage.

A student can belong to multiple pipelines at the same time — for example, one pipeline for the overall sales process and another for visa tracking.

Assigning Students

Assign each student to a team member. That person receives all notifications for the student — reminders, updates, and task alerts.

Tags

Add tags to students for easy filtering. Tags are free text — create any tag you need (e.g., "VIP", "Scholarship", "Visa Pending").

Custom Fields

If you need to track information not covered by the standard fields, create custom fields (text, dropdown, or date) in your office settings.

Archiving

Students are archived, not deleted. Archived students move to a separate list and no longer appear in your pipeline views. You can set automatic archiving for students with no activity after a certain number of days.

[Screenshot: Student pipeline view]

[Screenshot: Student profile]

Views and pipelines

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.

Choosing a pipeline

Select a pipeline from the Pipeline dropdown at the top left of the Students screen. The students reorganize by that pipeline's stages, which appear as tabs across the top with a count on each stage.

List view and Board view

Switch between two layouts using the List / Board toggle at the top right:

  • List. A table of students, one row each.
  • Board. A kanban board with one column per pipeline stage. Each student appears as a card. Drag a card from one column to another to move that student to a new stage — no need to open each profile.

Stage changes can trigger automations

Moving a student to a new stage — for example by dragging a card in Board view — can trigger an automation. The Pipeline Stage Change trigger supports the conditions "Moved to stage" and "Moved from stage", so an automation can watch either direction. Bulk reassignments do not trigger it, so students moved in bulk will not set off stage-based automations.

See How to set up Automations.

Customize columns (List view)

  1. Click the 3-dot icon next to the list pagination.
  2. Select Manage table columns.
  3. ID and Name are default columns and always stay in view. Tick the additional fields you want to show, then drag the selected fields to reorder them.
  4. Click Save.

Column choices are per-user — each team member sees their own configuration.

Filtering and searching

Find specific students using filters and search.

Filters

  1. Click Filters at the top of the Students view.
  2. Choose what to filter by. Options include Agents, Nationality, Current Country, Home City, Starred, Tags, Office, Current Program, Past Program, Current Schools, and Past Schools.
  3. Combine filters to narrow the list.

Filters keep the active view but restrict it to matching students.

Search bar

Use the search bar at the top of the screen to find a specific student by name, email, or ID.

The search looks across the entire database, regardless of the active view (so a student in a pipeline shows up even from the All view).

When to use which

  • Filter for browsing groups (for example, all students whose current country is Brazil, or everyone in a given program).
  • Search for finding a specific known student.

Bulk actions

Apply actions to multiple students at once.

How to access

In the Students list view, tick the checkboxes next to the students you want. A bulk action bar appears.

To act on your whole list, tick the checkbox in the table header. This selects every student on the current page, and you can then select all students across every page of your filtered list — not just the page you are viewing.

Available bulk actions

  • Reassign. Assign the selected students to a different team member.
  • Tag. Apply tags for organization or campaigns.
  • Pipeline. Add the selected students to a pipeline.
  • Email. Send one email to all selected students. Personalized details (such as each student's name) are filled in automatically for each recipient. You can email up to 50 students per send.
  • Delete. Permanent deletion (irreversible).

Bulk import

For adding many students at once, use the bulk import:

  1. Click the 3-dot icon next to + Add Student.
  2. Select Import Students.
  3. Follow the import workflow.

Note. Only Admins can perform bulk imports.

When to use bulk vs individual

  • Bulk for: campaigns, mass reassignment, emailing a group.
  • Individual for: one-off updates, status changes, profile completion.