Lead Management & Pipeline
Capture student inquiries, log sales activities, schedule follow-up calls, transition leads through pipeline stages, and hand off onboarded leads to the academy team.
1. Lead Dashboard & CRM Pipeline
Admin Portal → Sidebar: Lead Management → Leads
The central CRM hub for all prospective student inquiries. Search, filter, and track leads assigned to counselors:
- Sidebar Navigation: In the left sidebar, click Lead Management to expand, then select Leads.
- Status Filters: Quickly filter leads by pipeline stage (New Enquiry, Interested, Call Scheduled, Demo Scheduled, Demo Completed, Onboarded, Converted, or Lost).
- Scheduled Follow-Ups: View today's urgent call tasks and reminder alerts so no inquiry drops through the cracks.
2. Adding a New Lead
Lead Management → "+ Add Lead" Button
Click + Add Lead at the top-right of the dashboard to open the intake form:
- Contact Details: Student name, primary phone number (with country code), email, time zone, and assigned Admission Counselor.
- Lead Source: Tag inquiry channel (
Meta Ads,Google Ads,WhatsApp,Walk-in,Referral). - Academic Interests: Target Curriculum (CBSE, IGCSE), Grade Level, interested subjects, and expected session package counts.
3. Activity Logging & Stage Transitions
Lead Detail View → Activity Timeline
Click any lead row to open their profile timeline and log interactions in real time:
- Activity Logging: Record phone calls, WhatsApp messages, sent emails, walk-in visits, demo class attendance, and internal counselor notes.
- Status Handoff (Onboarded): When a student commits to enrolling, set status to Onboarded. This automatically transfers the record out of the sales pipeline into Academy → Onboarding Queue.
- Lost Lead Handoff: If a lead drops out, select status Lost and pick a mandatory lost reason (
Fee too high,Chose competitor,Schedule issue,Not reachable) to power CRM conversion analytics.