To Add and Manage the Enquiry Followup Stages, follow the steps given below:
Step 1:
To Add and Manage the Enquiry Followup Stages,go to the Profile icon,select the Settings.Under the Admissions
module settings,select the Enquiry Settings.
(Profile Icon-->Settings-->Admissions-->Enquiry Settings)
Step 2:
Select the Enquiry Stage option.The Followup Stages details will appear if added any. To check the Active
Enquiry Followup Stages select the Active option.To check the Inactive Enquiry Followup Stages select
the Inactive option.
Step 3:
To add the Enquiry Followup Stage , select the Add Followup Stage option.Select the Enquiry Lead Stage
level and enter the Followup Stage name. Select the details according to your preference then click on
Add option.
Step 4:
To Edit the Followup Stages,select the Stage accordingly and then click on the Edit icon against that particular
stage , update the details and then click on the Tick mark to save it.
Step 5:
To Delete the Followup Stage , select the stage accordingly and then click on the delete icon against the
selected stage.Are you sure to Inactive pop up will appear.Click Yes to Inactive the selected followup stage.
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