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 Leads)
Step 2:
Select the Academic Year, Branch, Contact Source, lead month
then click on Get. According to the selected month, source
wise leads and stage wise (enquiries/applications/so on) count
will be visible.
NOTE:
This report helps in tracking where the admission enquiries are coming from like social media, referrals and so on. Also helps schools in identifying which marketing channels are most effective in attracting the prospective parents.
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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 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 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 ...
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 ...
How to reassign the leads?
To re assign the leads, follow the steps given below: Step 1: Select the Admission plus CRM module then select the Re assign Leads under the Call Center menu. (Admissions Plus CRM ---> Call Center ---> Re assign Leads) Step 2: Select the Academic ...