Leads And Enquiries : EDMINGLE

Leads

Overview:

This article will help you manage your leads and enquiries under a single section.
Leads maybe a student who is interested to join your institute, you can manage all the data and the follow-up with the student under this section.

Adding Leads:

Leads can either be manually added to the system or can be imported via a CSV file.

Go to “Leads & Enquiries” tab
Go to “Leads” tab
Click on the Add button present on the webpage.
Update form provided by filling the sections such as Date,Name and Email,contact number,Select the correct source for the lead,select the designated branch and the name of the owner for the same.

The data entered below will be recorded and kept for your requirement:

Field	Is Required	Description
Date	Yes	Mention the date when the lead was generated the first time
Name and Email	Yes	Mention the name and mail_id of the student
Contact no	Yes	Mention the contact number of the student.
Message	Yes	Mention any particular message you want to keep as a record for the student.
Source	yes	Mention the source through which you came to know about the lead
Branch and owner	Yes	Mention the branch where the student needs to be admitted and also the person who generated the lead.

Bulk Uploading Leads

Upload the data in CSV format, you may click on the Sample File for viewing the format for the same.
Finally click on the Upload File button
Field
Is Required
Description
Branch

Yes
Enter the branch where the students
Owner
Yes
Mention the name of the owner
Bulk Upload

Yes
Choose the file you want to upload in CSV format

Editing Lead Information

To edit any Leads information, click on the right hand side drop and click on the Edit Details for the particular Lead.

Field	Is Required	Description
Date	As per your requirement	Edit the Date of Entry of the candidate
Name	As per your requirement	Edit the Name of the candidate
Email Address	As per your requirement	Edit the mail_id for the candidate
Contact Number		Edit the COntact number of the candidate
Status		Edit the status to either Lead or not interested
Source		Edit the source of the candidate
Branch		Edit the branch to which the entry needs to be done
Owner		Edit the owner for the particular candidate
Message		Edit the message for the particular candidate.

Finally click on Update to record the new updates for the particular candidate

Filter Leads:
You may filter leads as per your requirements to help you keep track of the growth as well as have a general idea about the various work going on in your institute.

Field	Description
Lead Date Criteria	Filter as per your desired range of dates
*Follow-Up Date Criteria	Filter as per your desired range of dates
Lead Status	Filter your search as per your leads status
Follow-Up Status	Filter your search as per your Follow up status
Owner	Filter your search as per your owner
Lead Source	Filter your search as per your Lead source.

Converting Lead to Enquiry

Select the drop-down option present on the right hand side of the Lead and select Convert to Enquiry which results in the opening up of a form.
Fill in the form with the data present with you and make sure to enter all the boxes marked with an asterisk and click on Save.

Enquiries

Overview:-
If your lead has submitted his/her information with you and is further willing to join your institute, you may assign the particular lead to an Enquiry. Enquiry basically helps you to keep a record of few other important information about the lead.

Adding Enquiries

Manual Adding:

You may Add a particular enquiry by clicking on the Add New button under the Enquiry page.
A form opens up with the required details of the person, all the fields with an asterisk present, needs to be filled up and updated.

The data entered below will be recorded and kept for your requirement:

Field	Is Required	Description
Branch	yes	Mention the name of the branch, you want the student to be admitted.
Enquiry Date	yes	This field will help you keep a record of the date of enquiring by the student.
Contact Number	yes	Enter the mobile number of the student
Name	yes	Enter the name of the candidate
Email	No	Mention the mail id of the student
Gender	No	Mention the gender of the particular candidate.
Parent Name	No	Enter the name of the parent.
Parent Contact No.	No	Enter the contact number of the parent.
Board	No	Mention the board that particular candidate belongs to.
School	no	Mention the name of the school, the student belongs to
Stream	No	Mention the stream the student currently is in.
Address	No	Mention the address of the candidate as to where does he stay at.
Area	No	Mention the area where the candidate stays at.
City	No	Mention the city of the student.
Date of Birth	No	Mention the Date of birth in the format dd/mm/yyyy.
Parent Email	No	Mention the mail_id of the student’s parent.
Enquiry Owner	Yes	The name of the person who helped you get the lead
Enquiry Status	Yes	Mention if the student has Enquired,Visited, Is interested or not.
Course Package	No	Mention if the package, the student wants to be enrolled.
Enquiry Source	No	Mention the source of Enquiry eg. Facebook,Advertisment etc.
Enquiry Notes	No	Mention any notes for the particular student for you to keep a record of.

Bulk Uploading Enquiries:

Click on the Import Enquiries button for bulk upload of data for Enquiries present.
You need to fill in the form to get the same updated.

Field	Is Required	Description
Branch	Yes	Enter the branch where the students
Owner	Yes	Mention the name of the owner
Bulk Upload	Yes	Choose the file you want to upload in CSV format

Editing Enquiries

You may Edit the details for any particular Enquiry by clicking on the drop down option present on the right hand side for that particular Enquiry.
Same form will open up while you were Adding an Enquiry, make the required changes in the form and click on Save to get the same updated.

Filter Enquiries
You may Filter your enquiries as per your needs by clicking on the filter button present under the Enquiry page.

Field	Description
Lead Status	Filter your record as per Enquired,Registered,Admitted,Visited,Interested,Interested.
Course Package	Filter your records for the particular package, which informs you the number of enquiries done for a particular package.
Course Names	Filter your records for the particular Course, which informs you the number of enquiries done for a particular Course.
Streams	Filter your search as per Streams present in your data.
Boards	Filter your search as per Board present in your data.
Standards	Filter your search as per Standards present in your data.
Source	Filter your search as per the source through which the enquiries are getting generated.
Counsellor / Assignee	Filter your search as per the counsellor who is handling or bringing the enquiries for you.
Area	Filter your search as per the area through which you are getting enquiries
School	Filter your search as per the school through which you are getting enquiries
Follow-Up Status	Filter as per the status of your follow up
Enquired Between	Filter as per the enquired range of date
Follow-Up Between	Filter as per the followed up range of date

Converting Enquiry to Admission:
You can convert a Lead/Enquiry to Admitted status by clicking on the right hand side of the drop-down box present.

A form for the admission of students opens up where you can enter the credentials of the student prior to his admission.

Follow Ups

Overview:
When any student is interested in joining your institute and asks for some time to provide his basic required information or the confirmation of his joining the institute, you may add a Follow up for the student.

Adding a new follow up:-
You may click on the follow up option present under Leads and Enquiries to add a followup for the student.
A basic form opens up requiring further details of the student.
Click on the ADD button to create the follow up

Field	Description
Counsellor	Mention the name of the person following up with the candidate
Date	Mention the date of follow up
Follow Up Time	Mention the time for the follow up
Follow Up Status	Update the status of followup either to completed,pending or cancelled.
New Comment	Add a new comment for reference for the follow up

Working with a follow up:
You may select for a follow up of any enquiry to confirm if he/she will be joining.

Click on the follow up button present near the enquiries.
If the follow up is rescheduled or not completed, you may add a follow up and mark the same as pending, this follow up shows up under your Follow up section.

View Follow Up History:

You can click on the edit button under the Follow up section to know the history of follow ups done for a particular student.
Activity History opens up which shows you the history of the follow-ups done.

Leads And Enquiries Print