How to create Lead category
Follow the below path to create the lead categories. You can do the follow up category wise
Method 1: With the System admin access level
Admissions --> Call Center --> Manage Leads --> +Manage Lead Status --> +Add --> Create New Category
Method 2: With the Branch level access
Admissions --> Manage Leads --> Manage Leads --> +Manage Lead Status --> +Add --> Create New Category
Related Articles
How to add new lead status
Follow the below path to create the lead status Method 1: With the System admin access Admissions --> Call Center --> Manage Leads --> + Manage Lead Status --> +Add Method 2: With the Branch level access Admissions --> Manage Leads --> Manage Leads ...
How to create new admission
Follow the below path to create the new admission Admissions --> Front Office --> Admission Form --> Create New This is the final stage of admission process where in the student is enrolled in the system.Student enrollment code will generated.
How to create New Admission Form?
To create New Admission Form, follow the steps given below: NOTE: THIS CREATION IS APPLICABLE FOR THE PRE ADMISSION EXAM QUALIFIED STUDENTS ONLY. PATH - 1 THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY. Step 1: To create New ...
How to add new Student?
To add a new student follow the path given: Admissions-->Front Office-->Admission form-->Click on Create New-->Select Academic Year, Under From category, select Direct Admission -->Give Mobile Number, Opting Class, Date of Birth--> Click on Get--> ...
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 ...