EduLead CRM

Riya Mathew Follow-up Medium

LD-26-17937 +91 98233 53537 riya.mathew@example.com Created 4 weeks ago
Converted
CentreTVM-008 Neyyattinkara
Counsellor Irfan Kareem
Source Facebook / Meta
Next follow-up Overdue: 27 Sep, 2:00 PM
Last follow-up19 Sep, 3:30 PM

Complete history — entries are never deleted.

  1. Status changed
    by Irfan Kareem
    Interested → Follow-up
  2. Follow-up scheduled
    by Irfan Kareem
    Next follow-up set for 27 Sep, 02:00 PM
  3. Status changed
    by Irfan Kareem
    Contacted → Interested
  4. Task completed: Send course details PDF
    by Irfan Kareem
    Fee split shared on WhatsApp and email.
  5. Outgoing call · 7m 49s
    by Irfan Kareem
    Parent joined the call; wants to visit centre before deciding.
  6. Note added
    by Irfan Kareem
    Wants weekend batch; will confirm after discussing with parents.
  7. Status changed
    by Irfan Kareem
    New → Contacted
  8. Outgoing call · 9m 48s
    by Irfan Kareem
    Discussed course duration and fees. Student asked for weekend batch.
  9. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  10. Assigned to Irfan Kareem
    by System
    Routing rule “Centre code match → round robin” · Centre TVM-008
  11. Lead created
    by System
    Captured from Facebook / Meta · Campaign: School Outreach 2026

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