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
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Varun Anand Contacted Medium

LD-26-17958 +91 75518 01193 varun.anand62@example.com Created 3 weeks ago
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Converted
CentreKLM-003 Karunagappally
Counsellor Sneha Joseph
Source Phone Enquiry
Next follow-up 27 Sep, 10:30 AM
Last follow-up06 Sep, 9:00 AM

Complete history — entries are never deleted.

  1. Note added
    by Sneha Joseph
    Working part-time; evening batch preferred.
  2. Status changed
    by Sneha Joseph
    New → Contacted
  3. Outgoing call · 7m 13s
    by Sneha Joseph
    Discussed course duration and fees. Student asked for weekend batch.
  4. Assigned to Sneha Joseph
    by System
    Routing rule “Centre code match → round robin” · Centre KLM-003
  5. Lead created
    by System
    Captured from Phone Enquiry

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Converting creates an admission with the course fee structure (₹12,000) and starts fee tracking.

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