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Rajesh Nair
rajesh.nair@example.com
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Ebin George Interested Medium

LD-26-17993 +91 95912 24522 ebin.george@example.com Created 4 weeks ago
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Converted
CentreKNR-004 Thalassery
Counsellor Athira Suresh
Source Facebook / Meta
Next follow-up 04 Oct, 4:00 PM
Last follow-upYesterday, 1:30 PM

Complete history — entries are never deleted.

  1. Status changed
    by Athira Suresh
    Contacted → Interested
  2. Task completed: Send course details PDF
    by Athira Suresh
    Fee split shared on WhatsApp and email.
  3. Outgoing call · 2m 10s
    by Athira Suresh
    Parent joined the call; wants to visit centre before deciding.
  4. Note added
    by Athira Suresh
    Asked about installment options and placement support.
  5. Status changed
    by Athira Suresh
    New → Contacted
  6. Outgoing call · 3m 30s
    by Athira Suresh
    Discussed course duration and fees. Student asked for weekend batch.
  7. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  8. Assigned to Athira Suresh
    by System
    Routing rule “Centre code match → round robin” · Centre KNR-004
  9. Lead created
    by System
    Captured from Facebook / Meta · Campaign: School Outreach 2026

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Converting creates an admission with the course fee structure (₹14,000) and starts fee tracking.

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