EduLead CRM
Preview as role (demo only)
Central AdminAll centres Regional ManagerCentres in assigned region Centre User / CounsellorOwn centre — assigned records
Quick create
Lead (full form) Task Admission
Import leads
27
Notifications
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
View all notifications
Rajesh Nair
rajesh.nair@example.com
Central Admin
My profile Password & security Notification preferences System settings

Anjali Suresh Lost High

LD-26-17965 +91 96011 20258 Created 1 week ago
Call WhatsApp
Edit details Add task
Converted Lost
CentreALP-007 Kayamkulam
Counsellor Gayathri Devi
Source Facebook / Meta
Next follow-up —
Last follow-upYesterday, 11:00 AM
Marked Lost — reason: Not eligible. The lead's history is kept; you can reopen it by changing the status.

Complete history — entries are never deleted.

  1. Status changed
    by Gayathri Devi
    Interested → Lost · Reason: Not eligible
  2. Task completed: Send course details PDF
    by Gayathri Devi
    Fee split shared on WhatsApp and email.
  3. Outgoing call · 5m 24s
    by Gayathri Devi
    Parent joined the call; wants to visit centre before deciding.
  4. Note added
    by Gayathri Devi
    Wants weekend batch; will confirm after discussing with parents.
  5. Status changed
    by Gayathri Devi
    New → Contacted
  6. Outgoing call · 3m 9s
    by Gayathri Devi
    Discussed course duration and fees. Student asked for weekend batch.
  7. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  8. Assigned to Gayathri Devi
    by System
    Routing rule “Centre code match → round robin” · Centre ALP-007
  9. Lead created
    by System
    Captured from Facebook / Meta · Campaign: Google Search – DCA

No tasks for this lead

Create a task to call, send course details or collect documents.

Add task

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 (₹14,000) and starts fee tracking.