Getting started

Compass is the operating system for a training institute. Leads, calls, messages, fees, batches, service and placement live in one place, and every person has one record from their first enquiry to the day they are placed.

#The five-minute tour

1. Today is where everyone starts. It lists first calls that are due, follow-ups, and the next best actions for the day.
2. People holds every lead, student, candidate and alumnus. Open anyone to see their whole history on one timeline.
3. Pipelines show where every deal stands, from New lead to Enrolled.
4. Fees covers quotes, payment links, instalments and dues.
5. Students covers batches, schedules, attendance, the service desk and placement.
6. Insights has reports, dashboards and the director's one-page Overview.

#Setting up a new workspace

An administrator does this once. Settings → Workspace setup walks through it:

1. Add your courses in Settings → Catalogue. Every lead is for a course.
2. Invite the team in Settings → Members and give each person a role (see Roles).
3. Set up routing in Settings → Assignment and SLA: who gets new leads, and how soon the first call is due.
4. Connect lead sources: Meta lead forms, your website, WhatsApp (see Capture leads).
5. Bring your existing leads with an import (see Import your data).
6. Add your branding: logo and colours in Settings → Branding.

#Your first day as a counsellor

• Install the Android app on your work phone and sign in, so calls sync on their own.
• Open Today. Call the leads with a running first-call clock first.
• After a call, log the outcome and agree a next step. Compass will not let a lead sit without one.
• At 7:30 pm, check the daily report Compass drafted from your calls, add a note and submit it.

#Need help?

Your administrator can change most settings. For anything else, book a call with us.