All Leads
A lead refers to contact with a potential customer, also known as prospect. It is an individual or organization with an interest in what you are offering.
Last updated
A lead refers to contact with a potential customer, also known as prospect. It is an individual or organization with an interest in what you are offering.
Last updated
In this First Section, agent follow up today/next 3 months, active follow ups today/next 3 months, hidden leads, form console, Leads without course, View all payments are available. Promotion are available.
When Click on the agent follow up below screen shot will come. Here agent all leads will come like Today's lead & 3 months lead
When click on the active follow ups below screen shot will come. Here all active follow ups leads are showing.
When Click on the hidden leads below screen shot will come. Here all hidden leads will come
When click on the view form course then form console page will come
All leads means different type of lead like RNR, Unattended, Qualified, Standby, Support leads are available in this dashboard. A qualified lead is starting to exhibit buying behavior.
Archived, Duplicate, Cold, For Next AY, Concluded, Web Bot, WhatsApp, Fb leads, Phone, Form, Web Ads are available in the All Leads Section.
In this 3rd section, Filter Leads By Region, course, Behavior options are there.
User/Form ID/ Enquiry search options:
This is the student's User Id field stores user's id number when they fill out a form. It helps connect submitted entries to students on your site.
Lead details:
In this sections, attended, unattended, qualified leads are available where you can manage leads. This is an individual or organization with an interest what you are offering.
A qualified lead is the process of determining whether lead meets the requirements about your service.
Edit Student/lead details
1) How can you change your name?
You have the option to edit the name place
Customized it and place your name
2) What is Schedule?
It is an automate the appointment scheduling process to save time & make their course enrollment forms more engaging for students. Here students can appointment with universities, so that you will have arranged to see them at a particular time.
3) How to do schedule for an appointment?
Choose the schedule option
Choose your course & select the date, time as per your convenient
Make an appointment
Then in third stage, stages are available. In this section attended, unattended, qualified, archived, duplicate, standby, DND, Nurutre stages are there. Students can choose their stages as per their convenient.
In stage section, Click on the qualify then this format will come. Then click on the qualify and go to back bottom. Your qualify lead will save.
Then In Right side student details are there. If you click on the student details then below format will come. Here students all details are visible like selected course, City name, Address, Student name, state name, Pincode.
In first stage, Courses, Admission year are there. After clicking on academic year , this upper snapshot will come.
Then students can choose their courses & admissions as per their convenient. Here students can edit their courses & academic year.
Then in second stage, Status is available. In status section Lead, qualified, Form created, Exported, Application fee paid are there. Students can select their status as per their requirement.
Channel identities
In this channel identities, there are 4 channel preferences- DND, verified, preferred, duplicate and Whatsapp, Phone, Email, SMS can be modified as per the user preferences.
1) How do you change your Whatsapp number?
Tap on the phone number.
It is an editable option
Change your phone number
Then it will automatically update
2) How do you change your mail id?
Tap on the mail id.
It is an editable option
Change your mail id
Then it will automatically update
3) How do you change your phone number?
Tap on the call options
Edit your phone number
Then it will update phone number automatically
The Last panel is agent chat window
Agent chat to enable customers to ask questions & receive information by chatting with a live agent.
It improves the support experience of students
Simplification of administrative formalities
Familiarizing students with the university's culture
Technical support and troubleshooting assistance
In this Fixture view, we can click to trigger & send messages to Whatsapp & Email related to admissions, payment, verified form, Form reminder, Holidays, Exam notification, Result notification, Sports notification, Career counselling, Parents meeting etc.
What is Call Log?
It is the process of collecting, analyzing & recording data on telephone call. The data can include the call origin, call destination length of the call and other transmission details. It is important information about calls that have been made, received, answer or missed by a user or an institution for a given period. It include date, time and duration along with caller names & numbers.
What is Transaction Log?
Every transaction has a transaction log that is stored within the log file. A transaction log basically records all database modification. It is used to record all the fact, transaction and database modification
What is Conversational log?
