EduLead CRM
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New lead assigned Afsal Anand (GDM) was assigned to you via Website Form. 6 minutes ago 3 tasks are overdue Call Hrithik Shafi and 2 other tasks passed their due time. 38 minutes ago New WhatsApp message Kiran Thomas: "Can I come on Saturday morning?" 52 minutes ago Payment received ₹3,500 received from Nikhil Nasrin via UPI. 3 hours ago Import completed meta_leads_sep_w3.csv — 412 imported, 18 duplicates flagged. 5 hours ago Possible duplicate detected Arjun Nair matches an existing lead by mobile number. 7 hours ago
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Rajesh Nair
rajesh.nair@example.com
Central Admin
My profile Password & security Notification preferences System settings

Arjun Nair Follow-up High

LD-26-17916 +91 97992 81296 arjun.nair@example.com Created 6 days ago
Call WhatsApp Convert to admission
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Converted
CentreTVM-009 Attingal
Counsellor Soumya Pradeep
Source WhatsApp
Next follow-up Today, 2:30 PM
Last follow-up25 Sep, 4:00 PM

Complete history — entries are never deleted.

  1. Status changed
    by Soumya Pradeep
    Interested → Follow-up
  2. Follow-up scheduled
    by Soumya Pradeep
    Next follow-up set for 29 Sep, 02:30 PM
  3. Status changed
    by Soumya Pradeep
    Contacted → Interested
  4. Task completed: Send course details PDF
    by Soumya Pradeep
    Fee split shared on WhatsApp and email.
  5. Outgoing call · 3m 16s
    by Soumya Pradeep
    Parent joined the call; wants to visit centre before deciding.
  6. Note added
    by Soumya Pradeep
    Working part-time; evening batch preferred.
  7. Status changed
    by Soumya Pradeep
    New → Contacted
  8. Outgoing call · 4m 32s
    by Soumya Pradeep
    Discussed course duration and fees. Student asked for weekend batch.
  9. Assigned to Soumya Pradeep
    by System
    Routing rule “Centre code match → round robin” · Centre TVM-009
  10. Lead created
    by System
    Captured from WhatsApp

No WhatsApp conversation yet

Start with an approved template — the 24-hour session window opens when the student replies.

Not converted yet

Converting creates an admission with the course fee structure (₹4,500) and starts fee tracking.

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