brightwheel

[For Admins] Learn how to add leads, customize your leads view, and use the lead drawer to edit student details.

Add and manage leads in brightwheel CRM

[For Admins] Learn how to move families through your enrollment pipeline, send stage emails, and enroll a lead.

Move leads through your CRM pipeline

[For Admins] Learn how to add families to your waitlist, reorder them and enroll them when a spot opens.

Manage your waitlist in brightwheel CRM

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CRM pipeline management

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Brightwheel Website

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Purchase Experience Curriculum

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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