EduLead CRM
Preview as role (demo only)
Central AdminAll centres Regional ManagerCentres in assigned region Centre User / CounsellorOwn centre — assigned records
Quick create
Lead (full form) Task Admission
Import leads
27
Notifications
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
View all notifications
Rajesh Nair
rajesh.nair@example.com
Central Admin
My profile Password & security Notification preferences System settings

Adithyan George Rejected High

LD-26-17797 +91 75748 88037 adithyan.george55@example.com Created 4 weeks ago
Call WhatsApp
Edit details Add task
Converted Rejected
CentreALP-003 Cherthala
Counsellor Jobin Philip
Source Google Ads
Next follow-up —
Last follow-up04 Sep, 4:15 PM
Marked Rejected — reason: Not reachable after 5 attempts. The lead's history is kept; you can reopen it by changing the status.

Complete history — entries are never deleted.

  1. Status changed
    by Jobin Philip
    Interested → Rejected · Reason: Not reachable after 5 attempts
  2. Task completed: Send course details PDF
    by Jobin Philip
    Fee split shared on WhatsApp and email.
  3. Outgoing call · 4m 43s
    by Jobin Philip
    Parent joined the call; wants to visit centre before deciding.
  4. Note added
    by Jobin Philip
    Interested in government-recognised certificate.
  5. Status changed
    by Jobin Philip
    New → Contacted
  6. Outgoing call · 4m 33s
    by Jobin Philip
    Discussed course duration and fees. Student asked for weekend batch.
  7. Assigned to Jobin Philip
    by System
    Routing rule “Centre code match → round robin” · Centre ALP-003
  8. Lead created
    by System
    Captured from Google Ads · Campaign: Onam Admissions 2026

No tasks for this lead

Create a task to call, send course details or collect documents.

Add task

No WhatsApp conversation yet

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

Not converted yet

Converting creates an admission with the course fee structure (₹2,650) and starts fee tracking.