The 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 Inquiries effectively.
Managing Inquiry Stages and Sources
The Stages and Sources settings in the Inquiries module help you organize, track, and understand your leads more effectively.
📍 Where to Access
Go to: Inquiries → Setup → Stages and Sources
🔹 Managing Inquiry Stages
Stages help you track the progress of an inquiry 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 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 inquiry 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 inquiries 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 inquiries
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