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Leads & Waitlist 🆕
Sourabh Agarwal avatar
Written by Sourabh Agarwal
Updated over a week ago

Schools/ Preschools have admission inquiries all year long, to manage them in an excel sheet becomes difficult, and updating them, and sharing with Management becomes difficult. Many schools have now started getting CRM Tool (Customer Relationship Management) and end up. paying a bomb.

Illumine brings the feature of Lead CRM in the application itself so that you don’t have to leave the application and go feed in the information or manage admissions separately. The feature is supported in the web portal and it’s easy to use.

Step 1: Sign in your account with the web portal

Step 2: Select Leads from the menu option

Step 3: Click on new lead on the top right-hand corner of your screen

Step 4: Fill up the information, you can take up this information on a sheet of paper first and then add it here.

Step 5: Once the information is filled, save the lead and it will now direct you to the Leads page and you can see your lead created.

Step 6: You can now click on the lead and add the activity of the lead by clicking on the Add Activity card.

Step 7: You can add now the activity type whether you made a phone call, or sent an email, etc. You will have a list of options in the activity type. You can describe the activity done with that particular lead and choose the date and time when the activity was done. Also not to miss out on any follow-ups you cab select the follow-up date and you will get a reminder on that date to follow up with the lead/inquiry

Step 8: You can now add as many activities as you want till the lead is closed.

Step 9: On the lead page, you can change the status of the lead as well, whether interested, waitlisted, closed, etc. You can edit the lead as well by clicking on the grey pen.

Step 10: You can also filter out the leads based on their status, month, and source(online, referral, etc).

Step 11: Filteration can be done based on the color cards where you can filter the leads created today, total leads, Follow up dues, and over dues. When you click on the card filter will take place automatically

Step 12: Also we have the option to create your own status for customizations purposes, click on Create Status Card and you can add your own status for the leads/inquires

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