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 Leads under the Call Center menu.
(ERP-->Admissions-->Call Center-->Manage Leads)
Step 2:
Select Add Lead option then select the Upload Lead option. Fill the details like Academic Year,Lead Source,
and then upload the respective file with the instructed file format by choosing Upload CSV file.
Step 3:
After uploading the respective file and click on Validate File option. Correct and Incorrect data count
will be given. After checking the details , click on
Upload.
PATH - 2
NOTE: THE BELOW STEPS ARE APPLICABLE FOR BRANCH LEVEL USERS ONLY.
Step 1:
To upload a Lead, go to the ERP on the modules palette, select the Admissions module and then select
Manage leads under the Manage Leads menu.
(ERP-->Admissions-->Manage Leads-->Manage Leads)
Step 2:
Select Add Lead option then select the Upload Lead option. Fill the details like Academic Year,Lead Source,
and then upload the respective file with the instructed file format by choosing Upload CSV file.
Step 3:
After uploading the respective file and click on Validate File option. Correct and Incorrect data count
will be given. After checking the details , click on Upload.
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How to upload leads
Follow the below path to upload the leads Method 1: With the system admin access Admissions --> Call Center --> Manage Leads --> Add Lead --> Upload Lead Method 2: With the Branch level access Admissions --> Manage Leads --> Manage Leads --> Add Lead ...
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 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 ...