EduLead CRM

Amal Raj Not Interested Urgent

LD-26-17888 +91 98912 65422 amal.raj@example.com Created 1 month ago
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Converted Not Interested
CentreKSD-004 Kanhangad
Counsellor Febin Jose
Source Website Form
Next follow-up —
Last follow-up05 Sep, 1:30 PM
Marked Not Interested — reason: Joined another institute. The lead's history is kept; you can reopen it by changing the status.

Complete history — entries are never deleted.

  1. Status changed
    by Febin Jose
    Interested → Not Interested · Reason: Joined another institute
  2. Task completed: Send course details PDF
    by Febin Jose
    Fee split shared on WhatsApp and email.
  3. Outgoing call · 7m 40s
    by Febin Jose
    Parent joined the call; wants to visit centre before deciding.
  4. Note added
    by Febin Jose
    Interested in government-recognised certificate.
  5. Status changed
    by Febin Jose
    New → Contacted
  6. Outgoing call · 9m 39s
    by Febin Jose
    Discussed course duration and fees. Student asked for weekend batch.
  7. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  8. Assigned to Febin Jose
    by System
    Routing rule “Centre code match → round robin” · Centre KSD-004
  9. Lead created
    by System
    Captured from Website Form · Campaign: Referral Drive

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Converting creates an admission with the course fee structure (₹8,500) and starts fee tracking.