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
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Nandana Das Follow-up Low

LD-26-18308 +91 90860 64525 nandana.das@example.com Created 1 month ago
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Converted
CentreKLM-008 Kottarakkara
Counsellor Ajmal Hussain
Source Walk-in
Next follow-up 25 Sep, 2:30 PM
Last follow-up26 Sep, 9:15 AM

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 25 Sep, 02:30 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 · 3m 50s
    by Ajmal Hussain
    Parent joined the call; wants to visit centre before deciding.
  6. Note added
    by Ajmal Hussain
    Prefers WhatsApp communication. Call after 5 pm.
  7. Status changed
    by Ajmal Hussain
    New → Contacted
  8. Outgoing call · 6m 44s
    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 Walk-in

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

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