EduLead CRM

Gokul George Interested High

LD-26-18042 +91 99000 07076 gokul.george@example.com Created 1 month ago
Converted
CentreKLM-008 Kottarakkara
Counsellor Arun Krishnan
Source WhatsApp
Next follow-up 06 Oct, 10:30 AM
Last follow-up15 Aug, 3:30 PM

Complete history — entries are never deleted.

  1. Status changed
    by Arun Krishnan
    Contacted → Interested
  2. Task completed: Send course details PDF
    by Arun Krishnan
    Fee split shared on WhatsApp and email.
  3. Outgoing call · 6m 17s
    by Arun Krishnan
    Parent joined the call; wants to visit centre before deciding.
  4. Note added
    by Arun Krishnan
    Wants weekend batch; will confirm after discussing with parents.
  5. Status changed
    by Arun Krishnan
    New → Contacted
  6. Outgoing call · 9m 54s
    by Arun Krishnan
    Discussed course duration and fees. Student asked for weekend batch.
  7. Assigned to Arun Krishnan
    by System
    Routing rule “Centre code match → round robin” · Centre KLM-008
  8. Lead created
    by System
    Captured from WhatsApp · Campaign: Referral Drive

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Converting creates an admission with the course fee structure (₹18,500) and starts fee tracking.

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