Managing Students in Engage
Adding Students to your queue
Once an Advisor is available in a room, they can select the
icon in the top right to add a student:
- In the new window, enter a Student ID and SMS Number for the student to receive SMS messages related to the meeting.
- Select Continue.
- Select a Reason for your visit and an Advisor, and enter any other information relevant to the request.
- Click Add Student.
Adding students that don't exist in the TargetX CRM
If a student does not have a record in the TargetX CRM when Check-In occurs, a message will display with the option to create a new record:
Clicking the link will display First Name and Last Name fields to populate. Select Add Student to create a new Contact record.