How to Update Leads followup?
To update leads followup, follow the below path:
Organisation Home-->Admissions-->Call Center-->Leads Followup-->select Academic year,Lead status,Agent
Name,Source,Lead Assigned Date-->click on Get-->click on student name which you want to followup,Give the
followup status to the respective student and click on Save.
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How to add leads
Follow the below path to add the leads Method 1: With the Admin access level Admissions --> Call Center --> Manage Leads --> Add Lead Method 2: With the Branch level access Admissions --> Manage Leads --> Manage Leads
How to Add and Manage the Lead Source?
To Add and Manage the Lead Source, follow the steps given below: PATH - 1 NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY. Step 1: To Add and Manage the Lead Source, go to the ERP on the modules palette, select the Admissions ...
How to add and manage the Lead Status?
To add and manage the Lead Status, follow the steps given below: PATH - 1 NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY. Step 1: To add and manage the Lead Status, go to the ERP on the modules palette, select the Admissions ...
How to Upload a Lead?
To upload a Lead, follow the steps given below: PATH - 1 NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY. Step 1: To upload a Lead, , go to the ERP on the modules palette, select the Admissions module and then select the Manage ...
How to Add and Manage the Enquiry Followup Stages?
To Add and Manage the Enquiry Followup Stages, follow the steps given below: Step 1: To Add and Manage the Enquiry Followup Stages,go to the Profile icon,select the Settings.Under the Admissions module settings,select the Enquiry Settings. (Profile ...