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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
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Kiran Sebastian Follow-up Medium

LD-26-18182 +91 90286 99835 kiran.sebastian@example.com Created 1 month ago
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Converted
CentreEKM-013 Muvattupuzha
Counsellor Basil Kuriakose
Source Website Form
Next follow-up 27 Sep, 11:30 AM
Last follow-up20 Sep, 11:00 AM

Complete history — entries are never deleted.

  1. Status changed
    by Basil Kuriakose
    Interested → Follow-up
  2. Follow-up scheduled
    by Basil Kuriakose
    Next follow-up set for 27 Sep, 11:30 AM
  3. Status changed
    by Basil Kuriakose
    Contacted → Interested
  4. Task completed: Send course details PDF
    by Basil Kuriakose
    Fee split shared on WhatsApp and email.
  5. Outgoing call · 8m 10s
    by Basil Kuriakose
    Parent joined the call; wants to visit centre before deciding.
  6. Note added
    by Basil Kuriakose
    Interested in government-recognised certificate.
  7. Status changed
    by Basil Kuriakose
    New → Contacted
  8. Outgoing call · 2m 8s
    by Basil Kuriakose
    Discussed course duration and fees. Student asked for weekend batch.
  9. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  10. Assigned to Basil Kuriakose
    by System
    Routing rule “Centre code match → round robin” · Centre EKM-013
  11. Lead created
    by System
    Captured from Website Form · Campaign: Onam Admissions 2026

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Converting creates an admission with the course fee structure (₹8,500) and starts fee tracking.

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