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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
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Muhammed George Follow-up High

LD-26-18049 +91 95472 43527 muhammed.george@example.com Created 1 month ago
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Converted
CentreEKM-004 Edappally
Counsellor Fathima Rasheed
Source Website Form
Next follow-up Yesterday, 3:00 PM
Last follow-up16 Sep, 12:45 PM

Complete history — entries are never deleted.

  1. Status changed
    by Fathima Rasheed
    Interested → Follow-up
  2. Follow-up scheduled
    by Fathima Rasheed
    Next follow-up set for 28 Sep, 03:00 PM
  3. Status changed
    by Fathima Rasheed
    Contacted → Interested
  4. Task completed: Send course details PDF
    by Fathima Rasheed
    Fee split shared on WhatsApp and email.
  5. Outgoing call · 6m 34s
    by Fathima Rasheed
    Parent joined the call; wants to visit centre before deciding.
  6. Note added
    by Fathima Rasheed
    Completed Plus Two this year; looking for job-oriented course.
  7. Status changed
    by Fathima Rasheed
    New → Contacted
  8. Outgoing call · 9m 30s
    by Fathima Rasheed
    Discussed course duration and fees. Student asked for weekend batch.
  9. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  10. Assigned to Fathima Rasheed
    by System
    Routing rule “Centre code match → round robin” · Centre EKM-004
  11. Lead created
    by System
    Captured from Website Form · Campaign: Meta Lead Gen – Q3

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Converting creates an admission with the course fee structure (₹6,500) and starts fee tracking.

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