Yes, to assign the leads to the counselors, follow the steps given below:
Path 1 - can be accessed from the organisation level
Step 1:
Select the Admissions Plus CRM module and then select the
Assign Leads to Counselors under the Call Center menu.
(Admissions Plus CRM ---> Call Center ---> Assign Leads to Counselors)
Step 2:
Select the Academic Year, Branch, Contact Source, Dates then
click on Get.
Step 3:
Select the lead and choose the respective counselor to be assigned.
You can also assign the branch then click on Save.
Path 2 - can be accessed from the branch level
Step 1:
Select the Admissions Plus CRM module and then select the
Assign Leads to Counselors under the Call Center Reports menu.
(Admissions Plus CRM ---> Call Center Reports---> Assign Leads to Counselors)
Step 2:
Select the Academic Year, Branch, Contact Source, Dates then
click on Get.
Step 3:
Select the lead and choose the respective counselor to be assigned.
You can also assign the branch then click on Save.
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