Hi Paul, thank you so much for your reply. If anything lightens up and you have more time, please be in touch. One thing we’re already curious about is if there is a formula or functionality to increase a lead’s school grade once a year. Our database does this yearly automatically, but if a lead comes in in 2020 in 8th grade, but doesn’t enroll, and engages again in 2021, we want to know that they’re actually in 9th grade now. I haven’t come across anything yet in my (limited) searching.
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