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Feature Guide

Referral & Lead Pipeline

Never lose a referral to a sticky note again.

Who it's for Admins Therapist Managers
Explore the feature

What you get

See your whole enrollment pipeline at a glance

Log notes and next steps on every lead

Stay on top of follow-ups so referrals don't go cold

Carry a lead's details straight into a student record

Referrals are too valuable to track in an inbox. The lead pipeline gives every prospective student a place in a clear funnel — from first inquiry, through contact and evaluation, to enrolled — so you can see exactly where each one stands.

Notes and follow-ups keep things moving. Instead of relying on memory, you record what happened and what’s next on each lead, and stay ahead of the callbacks that otherwise slip through the cracks. The result is a pipeline you can actually manage and forecast against.

When a lead is ready to enroll, their details carry forward into a full student record — no re-entering information you already captured. The hand-off from prospect to active student is smooth.

The lead pipeline is run by admins and therapist managers handling intake and growth.

Want the step-by-step?

The full how-to — every setting, screen, and walkthrough — lives inside Careinflux. Sign in to your account for the complete guide, or book a demo to see it live.

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Last updated June 6, 2026

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