How to Add Leads?

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 the Call Center menu.
                             (ERP-->Admissions-->Call Center-->Manage Leads)

Step 2:
         Select the Add Lead option. Select the Academic Year and Mobile Number accordingly. Click on Continue.
         Click on Continue to Create New.Fill in all the required details and then click on Save Lead.

PATH - 2

NOTE: THE BELOW STEPS ARE APPLICABLE FOR BRANCH 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 the Manage Leads menu.
                             (ERP-->Admissions-->Manage Leads-->Manage Leads)

Step 2:
         Select the Add Lead option. Select the Academic Year and Mobile Number accordingly. Click on Continue.
         Click on Continue to Create New.Fill in all the required details and then click on Save Lead.








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