The Enquiries/Inquiries module in illumine helps you manage all incoming leads and registrations in one place. From capturing new enquiries to automating follow-ups and tracking conversions, this module ensures a smooth admission and enrolment process for your center.
This guide walks you through everything you need to know to set up and manage enquiries/Inquiries effectively.
Managing Enquiry Stages and Sources
The Stages and Sources settings in the Enquiries module help you organize, track, and understand your leads more effectively.
📍 Where to Access
Go to: Enquiries → Setup → Stages and Sources
🔹 Managing Enquiry Stages
Stages help you track the progress of an enquiry through your admission funnel.
Default Stages
You will see some default stages such as:
Interested
Toured
Waitlisted
Lost
Admitted
Note: The Admitted stage is a system-defined stage used when an enquiry/inquiry is converted into a student. This stage cannot be edited or removed.
➕ Adding a New Stage
To add a new stage:
Click on + Stage
Enter the stage name (e.g., Waitlist)
Confirm and save
You can also adjust the position of the stage based on your workflow.
✏️ Editing a Stage
Click on the edit icon next to the stage
Update the name as needed (e.g., rename Lost to Closed)
⚙️ Configuring Lost Reasons
You can define reasons for marking an enquiry as Lost.
Example reasons:
Parent relocating
Budget constraints
Chose another school
To add:
Click on Configure reasons
Add your reasons
Save changes
🔹 Managing Sources & Sub-sources
Sources help you understand where your enquiries are coming from.
➕ Adding a Source
To create a new source:
Click on + Source
Enter the source name (e.g., Phone Call, Walk-in)
Save
➕ Adding Sub-sources
Sub-sources provide more detailed tracking under each source.
To add a sub-source:
Click on Add Subsource under a source
Enter the name (e.g., Friends & Family, Advertisement)
Save
Example:
Source: Walk-in
Sub-source: Advertisement
💡 Why This Matters
Track enquiry progress efficiently
Understand lead conversion stages
Identify which channels bring the most enquiries
Improve marketing and follow-up strategies
✅ Final Step
Once you’ve configured your stages and sources, make sure to save your changes.
📌 Summary
Use Stages to track enquiry progress
Use Sources to track where enquiries come from
Use Sub-sources for deeper insights
Customize everything based on your workflow