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

Anjali Nair Interested Medium

LD-26-18350 +91 99045 76999 anjali.nair@example.com Created 1 month ago
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Converted
CentreTVM-009 Attingal
Counsellor Soumya Pradeep
Source API / Webhook
Next follow-up 26 Sep, 10:00 AM
Last follow-up27 Sep, 9:30 AM

Complete history — entries are never deleted.

  1. Status changed
    by Soumya Pradeep
    Contacted → Interested
  2. Task completed: Send course details PDF
    by Soumya Pradeep
    Fee split shared on WhatsApp and email.
  3. Outgoing call · 3m 20s
    by Soumya Pradeep
    Parent joined the call; wants to visit centre before deciding.
  4. Note added
    by Soumya Pradeep
    Asked about installment options and placement support.
  5. Status changed
    by Soumya Pradeep
    New → Contacted
  6. Outgoing call · 8m 8s
    by Soumya Pradeep
    Discussed course duration and fees. Student asked for weekend batch.
  7. Assigned to Soumya Pradeep
    by System
    Routing rule “Centre code match → round robin” · Centre TVM-009
  8. Lead created
    by System
    Captured from API / Webhook

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

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