The Enquiries 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 effectively.
Managing Enquiry Statuses and Sources
Statuses and sources help you organize and track where enquiries are coming from and what stage they are in.
How to manage statuses
Go to Enquiries
Click Settings
Configure Enquiry Status
Here you will see default statuses and You can:
Add new statuses
Reorder them using drag-and-drop
Assign colors for visual tracking
Edit existing statuses
Important notes:
Admitted and Lost/Closed Lost are default statuses and cannot be deleted.
You can edit the βLostβ status name and add reasons (e.g., high fees, no response, location issue).
These reasons will appear when marking an enquiry as lost.
How to manage sources
Sources help you track where enquiries come from (e.g., website, walk-in, referral).
Go to Enquiries β Settings
Click on Configure Source & Sub source List for Enquiries
Enter source name and sub source name
The new source will now appear while creating enquiries and in filters.
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For more detailed understanding please refer to this video:
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