Managing Leads

Search Lead
You can easily find out your lead from your large database.  Step 1: Type Name or Number or email id of a lead in the search bar.  Step 2: C...
Tue, 28 Jan, 2020 at 2:47 PM
Update lead details
You can update or add more details of a lead whenever you need.  Step 1:  Click on the lead name  Step 2:  Update the lead details ...
Wed, 22 Jan, 2020 at 4:17 PM
Refer a lead
Counselor can refer/transfer a lead to another counselor in the team.  Step 1: Click on three dots from the action menu. Step 2: Click on Refer L...
Tue, 28 Jan, 2020 at 2:48 PM
Update lead status
As lead moves ahead in your admission process, you can change the status of the lead.  This gives you a clear picture of your admissions. Step 1: Click...
Fri, 24 Jan, 2020 at 3:04 PM
Activities Tracking
Good news is you can keep track of all activities done by the counselor and lead responses at one place. You will be able to track Counselor Followup...
Fri, 24 Jan, 2020 at 3:04 PM