EduLead CRM

Alfiya Mohan Lost Medium

LD-26-17909 +91 89665 44011 alfiya.mohan@example.com Created 3 weeks ago
Call WhatsApp
Converted Lost
CentreTSR-006 Kunnamkulam
Counsellor Nikhil Varma
Source WhatsApp
Next follow-up —
Last follow-up25 Sep, 9:15 AM
Marked Lost — reason: Plans postponed. The lead's history is kept; you can reopen it by changing the status.

Complete history — entries are never deleted.

  1. Status changed
    by Nikhil Varma
    Interested → Lost · Reason: Plans postponed
  2. Task completed: Send course details PDF
    by Nikhil Varma
    Fee split shared on WhatsApp and email.
  3. Outgoing call · 5m 43s
    by Nikhil Varma
    Parent joined the call; wants to visit centre before deciding.
  4. Note added
    by Nikhil Varma
    Wants weekend batch; will confirm after discussing with parents.
  5. Status changed
    by Nikhil Varma
    New → Contacted
  6. Outgoing call · 7m 15s
    by Nikhil Varma
    Discussed course duration and fees. Student asked for weekend batch.
  7. Assigned to Nikhil Varma
    by System
    Routing rule “Centre code match → round robin” · Centre TSR-006
  8. Lead created
    by System
    Captured from WhatsApp

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Converting creates an admission with the course fee structure (₹18,500) and starts fee tracking.