Edit user · EduLead CRM

Profile

Full name

Job title

Work email

Mobile

Role decides what they can do; scope decides which centres' records they can see.

Central AdminVisibility and control across all centres, users, integrations and settings.

Regional ManagerManages centres, counsellors, leads and reports within the assigned region.

Centre User / CounsellorSees leads, tasks and records assigned to their centre; works leads through to admission.

Region

Required for Regional Managers.

Centre

Required for Centre Users / Counsellors.

Can chat with leads as a WhatsApp agent

Receives new leads from routing (round robin)

Require two-factor authentication

Status

Cancel

Full name

Mobile

Source

Course interested

Centre

Leave empty to let routing rules pick the centre and counsellor.

Admission

Amount received

₹

Payment date

Payment mode

UPI Cash Bank Transfer Debit / Credit Card Cheque / DD

Transaction / reference no. Optional

Received by

Note Optional

Send receipt to student on WhatsApp