Follow the below path to add the leads
Method 1: With the Admin access level
Admissions --> Call Center --> Manage Leads --> Add Lead
Method 2: With the Branch level access
Admissions --> Manage Leads --> Manage Leads
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How to Add Leads?
To add Leads, follow the steps given below: PATH - 1 NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY. Step 1: To add Leads, go to the ERP on the modules palette, select the Admissions module and then select Manage Leads under ...
How to Upload a Lead?
To upload a Lead, follow the steps given below: PATH - 1 NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY. Step 1: To upload a Lead, , go to the ERP on the modules palette, select the Admissions module and then select the Manage ...
How to Add and Manage the Lead Source?
To Add and Manage the Lead Source, 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 Source, go to the ERP on the modules palette, select the Admissions ...
How to add and manage the Lead Status?
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 ...
How to upload leads
Follow the below path to upload the leads Method 1: With the system admin access Admissions --> Call Center --> Manage Leads --> Add Lead --> Upload Lead Method 2: With the Branch level access Admissions --> Manage Leads --> Manage Leads --> Add Lead ...