How to Assign Enquiries to the Counsellors?

How to Assign Enquiries to the Counsellors?

To Assign Enquiries to the Counsellors, follow the steps given below:

PATH - 1

NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY.

Step 1:
         To Assign Enquiries to the Counsellors, go to the ERP on the modules palette, select the Admissions
          module and then select the Assign Enquiries To Counsellors under the Enquiries menu.
                      (ERP-->Admissions-->Enquiries-->Assign Enquiries To Counsellors)

Step 2:
         Select the Academic Year, Branch, Counsellor, Report Type(Consolidated/Detailed), Status(Open/Hot/Cold...),
         and the Type of Enquiry Created Date(Today/Last 7 Days/Last 30 Days/Between Dates) accordingly.
         Click on the Get option.

Step 3:
         Select the respective student enquiry to be assigned to the counsellor and then click on the Edit icon
        against that particular student.Select the Counsellor Name accordingly and then click on the Tick Mark
        to save the details.

PATH - 2

NOTE: THE BELOW STEPS ARE APPLICABLE FOR BRANCH LEVEL USERS ONLY.

Step 1:
         To Assign Enquiries to the Counsellors, go to the ERP on the modules palette, select the Admissions
          module and then select the Assign Enquiries To Counsellors under the Front Office menu.
                        (ERP-->Admissions-->Front Office-->Assign Enquiries To Counsellors)

Step 2:
         Select the Academic Year, Counsellor, Report Type(Consolidated/Detailed), Status(Open/Hot/Cold...),
         and the Type of Enquiry Created Date(Today/Last 7 Days/Last 30 Days/Between Dates) accordingly.
         Click on the Get option.

Step 3:
         Select the respective student enquiry to be assigned to the counsellor and then click on the Edit icon         
         against that particular student.Select the Counsellor Name accordingly and then click on the Tick Mark
         to save the details.

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