How to check the Leads follow-up report?
To check the leads follow up report, follow the steps given below:
Step 1:
Select the Admissions Plus CRM module and then select the
Leads Follow up Report under the Call Center Reports menu.
(Admissions Plus CRM ---> Call Center Reports ---> Leads Followup Report)
Step 2:
Select the Academic Year, Date, Call Status then click on Get.
Step 3:
Select the report of your choice based on follow up date or
based on lead date.
NOTE:
This report helps in ensuring no lead is missed or delayed, improving
lead nurturing and increasing chances of successful admissions.
Related Articles
How to check or generate the leads report?
To check or generate the leads report, follow the steps given below: Path 1: For Organisation Level Users Step 1: Select the Admission Plus CRM module and then select the Manage Leads under the Call Center Menu. (Admission Plus CRM ---> Call Center ...
How to do the leads follow up?
To do the leads follow up, follow the steps given below: Step 1: Select the Admissions Plus CRM module then select the Leads Follow Up under the Call Center menu. (Admissions Plus CRM ---> Call Center ---> Leads Follow Up) Step 2: Select the Academic ...
How to check the source wise leads report?
To check the source wise leads report, follow the steps given below: Step 1: Select the Admissions Plus CRM module and then select the Source wise leads under the Call Center Reports. (Admissions Plus CRM ---> Call Center Reports ---> Source Wise ...
How to check call status wise enquiry leads report?
To check the call status wise enquiry leads report, follow the steps given below: Step 1: Select the Admissions Plus CRM and then select the Call Status wise enquiry leads under the Call Center Reports menu. (Admissions Plus CRM ---> Call Center ...
How to upload leads?
To upload leads, follow the steps given below: Step 1: Select the Admission Plus CRM module and then select the Manage Leads under the Call Center Menu. (Admission Plus CRM ---> Call Center ---> Manage Leads) Step 2: Choose Add Lead option then click ...