[Elective Guide] - Using the Customers Dashboard

Have more questions? Submit a request


You can find information about your current and prospective customers in the Customers Dashboard. This includes their email, address, phone number, and their checkout status (e.g. Lead, Approved, Declined, Purchased).

You can use this dashboard to intelligently follow up with customers that are still contemplating their purchase decision.




Using the Customers Dashboard

The students dashboard provides the following information:

Key Terms Description
Created at The date when the customer created their account
Name The customer's full name
Email The customer's email
Phone The customer's phone number


You can also find more details by clicking on the Name. On the details page, you will find the following information:

Key Terms Description
Address The customer's full address, including state/province and country
Applications A list of the customer's Elective applications including the application date, product, and result 


Exporting Student Data

You can export all of this information using the 'EXPORT CSV' button on the top of the dashboard.


Need More Help?

We're happy to answer any questions you might have. Reach out to us at help@elective.com and we'll help you get up and running!

Articles in this section

Was this article helpful?
0 out of 0 found this helpful