Workflow rules

When: Lead created If: Source is Website Form or Facebook / Meta Send WhatsApp template “course_enquiry_reply”Create task “Call Student” due in 30 minutes

When: No activity for 48 hours If: Status is Contacted or Interested Send WhatsApp template “follow_up_reminder”Notify assigned counsellor

When: Follow-up overdue by 1 day If: Priority is High or Urgent Notify Regional ManagerAdd tag “Escalated”

When: Fee instalment due in 3 days If: Payment status is Partially Paid or Unpaid Send WhatsApp template “fee_payment_reminder”

When: Lead converted to admission If: Any Send WhatsApp template “admission_confirmation”Create task “Collect Documents” due in 2 days

When: Call logged as “Not reachable” If: Unanswered calls ≥ 5 Change status to LostSet reason “Not reachable after 5 attempts”