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
My profile Password & security Notification preferences System settings

Fathima Sebastian Follow-up High

LD-26-18105 +91 96115 94156 fathima.sebastian@example.com Created 1 month ago
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Converted
CentreKLM-008 Kottarakkara
Counsellor Ajmal Hussain
Source API / Webhook
Next follow-up 06 Oct, 3:00 PM
Last follow-up16 Aug, 12:00 PM

Complete history — entries are never deleted.

  1. Status changed
    by Ajmal Hussain
    Interested → Follow-up
  2. Follow-up scheduled
    by Ajmal Hussain
    Next follow-up set for 06 Oct, 03:00 PM
  3. Status changed
    by Ajmal Hussain
    Contacted → Interested
  4. Task completed: Send course details PDF
    by Ajmal Hussain
    Fee split shared on WhatsApp and email.
  5. Outgoing call · 5m 11s
    by Ajmal Hussain
    Parent joined the call; wants to visit centre before deciding.
  6. Note added
    by Ajmal Hussain
    Comparing with another institute in town. Share fee structure again.
  7. Status changed
    by Ajmal Hussain
    New → Contacted
  8. Outgoing call · 7m 26s
    by Ajmal Hussain
    Discussed course duration and fees. Student asked for weekend batch.
  9. Assigned to Ajmal Hussain
    by System
    Routing rule “Centre code match → round robin” · Centre KLM-008
  10. Lead created
    by System
    Captured from API / Webhook

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

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