How to Add Students & Use the Pipeline
Open Students, click Add Student, enter their details and target country/program, assign an agent, and the student appears in your pipeline — move them through stages as they progress to enrollment.
Every student in Relently flows through a visual pipeline tailored to study-abroad stages. Adding a student kicks off automatic tasks and keeps their documents, deadlines, and conversations in one place.
Add and manage a student
- Open the Students section and click Add Student.
- Enter their name, email, phone, and target country / university / program.
- Assign an agent to own the student.
- Save — a Document Collection task is created automatically.
- Use the Pipeline view to move students between stages as they progress.
Frequently asked questions
Can I drag students between pipeline stages?
You can change a student’s stage from the pipeline and from the student profile; status changes trigger the relevant automations.
Who can see a student record?
Admins and managers see all students; an agent sees the students assigned to them; a sub-agent sees only the students they referred.
What happens automatically when I add a student?
A document-collection task is created and the assigned agent is notified. Further automations fire as the student moves through stages.