How to upload leads

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• 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 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 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 ...

• 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 ...

• How to assign leads to CCE Agent?

  To assign leads to CCE Agent, follow the steps given below: Step 1: To assign leads to CCE Agent, go to the ERP on the modules palette, select the Admissions module and then select the Assign Leads to CCE Agent under the Call Center menu. ...