Weâve rolled out a set of enhancements to the Enquiries module to improve tracking, streamline workflows, and enable smarter follow-ups.
Whatâs New
Setup Enhancements
Improved source tracking
Sources with sub-sources
You can now define sub-sources under each source, enabling more granular tracking of where enquiries are coming from. Navigate to Enquiries -> Setup to manage the list.
Better customization controls
Rename stages
Admins can now rename enquiry stages to match their internal workflows.
Consistent color palettes
Color options have been standardized to maintain consistency across the platform.
Fields & Data Structure
Organised field management
3 structured sections introduced
Fields are now grouped into three clear sections, improving usability and setup clarity. Navigate to Enquiries -> Setup -> Fields to manage
Link student fields
You can now easily link student fields directly within enquiry setup, reducing duplication and ensuring consistency.
Enquiries Experience
Default card view
Card view as default
The Enquiries module now opens in a card view, providing a more visual and intuitive experience.
Enhanced table view
Improved filters
Quick filters now include:
All
Status-wise
Archived
Customizable columns
Reorder fields (including Custom fields) using Configure Columns for a personalized view.
New columns added
Tasks column: Shows the latest upcoming task (merged with follow-ups)
Last Activity column: Displays the most recent activity (including tasks)
Summary insights
Enquiry summary cards
Total Enquiries
Pending Tasks (including overdue tasks)
Enquiry Detailed View
Smart insights
Auto-tagging
Enquiries are automatically categorized as:
Hot, Warm, Cold
Suggested actions
The system recommends next steps based on enquiry status.
Quick profile access
Easily navigate to the full student profile using "View Profile" button on left panel.
Activity Feed Enhancements
Unified activity tracking
Tasks and follow-ups merged
Follow-ups are now fully integrated into Tasks, allowing:
Creation of multiple follow-ups
All follow-ups are to be visible and managed from the Tasks page
You can also View Overdue ( Planned) and Completed activities (Past) on the page.
Task types supported
Tasks now support:
Custom task types. You can add your own Type field here.
A default âFollow Upâ type has been made available.
View comments on each task, activity easily
See comment counts
Access and add comments directly within the same view
Improved usability
Quick action buttons for faster updates
Filters for activity feed
Updated card layout for better readability
Unified Notes with Others
Notes and Others are now merged into a single, unified experience, reducing fragmentation.
Custom subtypes (new)
You can now define custom subtypes (under âOthersâ), which will also be available in reports.
Tasks Management
Better task visibility
My Tasks vs All Tasks
Easily switch between personal and team-wide tasks.
Follow-ups included
All follow-ups are now managed within the Tasks module.
Enquiry Forms
Improved form handling
View new enquiries directly from form submissions
Handle form submissions linked to existing enquiries
Marketing & Automation
Unified campaigns
Email + Newsletter campaigns combined
Manage all communication campaigns from a single place.
Automation enhancements
New templates available
Quickly set up workflows using pre-built automation templates.
New triggers
Tour booked
Form submission
New actions
Schedule tour
Share form
Create task
Why this matters
Better lead tracking with sub-sources and structured fields
Faster follow-ups with unified tasks and activity feeds
Improved visibility with summary cards and smart insights
Streamlined workflows from enquiry to enrollment
Stronger automation to reduce manual work