To add and manage the Lead Status, follow the steps given below:
PATH - 1
NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY.
Step 1:
To add and manage the Lead Status, go to the ERP on the modules palette, select the Admissions module
and then select Manage Leads under the Call Center menu.
(ERP-->Admissions-->Call Center-->Manage Leads)
Step 2:
Select +Manage Lead Status option. To add the Lead Status, select +Add option. Select the Lead Category,
give the Lead Name and select the Stage No and then click on Add.
Step 3:
To Manage/Edit the Lead Status, select the respective Lead name and click on the edit icon against the
selected lead name, edit the details accordingly and click on Update.
PATH - 2
NOTE: THE BELOW STEPS ARE APPLICABLE FOR BRANCH LEVEL USERS ONLY.
Step 1:
To add and manage the Lead Status, go to the ERP on the modules palette, select the Admissions module
and then select Manage Leads under the Manage Leads menu.
(ERP-->Admissions-->Manage Leads-->Manage Leads)
Step 2:
Select +Manage Lead Status option. To add the Lead Status, select +Add option. Select the Lead Category,
give the Lead Name and select the Stage No and then click on Add.
Step 3:
To Manage/Edit the Lead Status, select the respective Lead name and click on the edit icon against the
selected lead name, edit the details accordingly and click on
Update.