How to Upload an Enquiry?

How to Upload an Enquiry?

To upload an Enquiry, follow the steps given below:

PATH - 1

NOTE: THE BELOW PATH IS APPLICABLE FOR ORGANISATION LEVEL USERS ONLY.

Step 1:
         To upload an Enquiry, go to the ERP on the Modules palette, select the Admissions module and then
         select the Upload Enquiry under the Enquiries option.
                             (ERP-->Admissions-->Enquiries-->Upload Enquiry)

Step 2:
         Select the details like Academic Year,Branch,Admission Type,Admission into Class/Grade,Counsellor,
         Enquiry Stage,Country and How did you come to know about us? options accordingly.

Step 3:
         Select the Upload CSV File option and then select the respective file and then click on Validate File.
         The correct count, incorrect count,duplicate count,already exist enquiry count will be displayed.
         Check accordingly and then click on Upload. Only correct data will be uploaded.

PATH - 2

NOTE: THE BELOW PATH IS APPLICABLE FOR BRANCH LEVEL USERS ONLY.

Step 1:
         To upload an Enquiry, go to the ERP on the Modules palette, select the Admissions module and then
         select the Upload Enquiry under the Front Office option.
                             (ERP-->Admissions-->Front Office-->Upload Enquiry)

Step 2:
        Select the details like Academic Year,Branch,Admission Type,Admission into Class/Grade,Counsellor,
         Enquiry Stage,Country and How did you come to know about us? options accordingly.

Step 3:
         Select the Upload CSV File option and then select the respective file and then click on Validate File.
         The correct count, incorrect count,duplicate count,already exist enquiry count will be displayed.
         Check accordingly and then click on Upload. Only correct data will be uploaded.

PATH - 3

NOTE: THE BELOW PATH IS APPLICABLE FOR BRANCH LEVEL USERS ONLY.

Step 1:
         To upload an Enquiry, go to the ERP on the Modules palette, select the Admissions module and then
         select the Enquiry Form under the Front Office option.
                             (ERP-->Admissions-->Front Office-->Enquiry)

Step 2:
        Select the details like Academic Year,Branch,Admission Type,Admission into Class/Grade,Counsellor,
         Enquiry Stage,Country and How did you come to know about us? options accordingly.

Step 3:
         Select the Upload CSV File option and then select the respective file and then click on Validate File.
         The correct count, incorrect count,duplicate count,already exist enquiry count will be displayed.
         Check accordingly and then click on Upload. Only correct data will be uploaded.


       




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