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

Midhun Babu New Low

LD-26-18203 +91 75039 65986 midhun.babu@example.com Created 1 day ago
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Converted
CentreEKM-007 Aluva
Counsellor Rahul Das
Source Website Form
Next follow-up Today, 1:00 PM
Last follow-upNot yet contacted

Complete history — entries are never deleted.

  1. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  2. Assigned to Rahul Das
    by System
    Routing rule “Centre code match → round robin” · Centre EKM-007
  3. Lead created
    by System
    Captured from Website Form · Campaign: Onam Admissions 2026

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Start with an approved template — the 24-hour session window opens when the student replies.

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Converting creates an admission with the course fee structure (₹12,000) and starts fee tracking.

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