Enrollment - Lead Management

Overview​

Lead Management is part of Enrollment. This article explains how to track Lead Journey, assign Leads to Counsellors, identify the best Lead Sources, get insights into expected admissions volume based on pipeline activity as well as higher conversion rates, and converting Leads into successful admissions.

Key Features​

→ Leads from multiple sources managed in a single platform.
→ Single-window tracking, counseling, identifying best resources, and conversion to admissions.

Types of Leads​

Leads are categorized based on the likelihood of joining.

Adding Counsellor​

Steps to add / remove counsellor

1. Go to Enroll > Counsellors.
2. Click Add Counsellor and select from the list of users.
3. To remove the counsellor, click on the kebab (3 dots) menu and click on Remove as Counsellor.

Creating Admission Notifications​

Steps to create admission notification

1. Navigate to Enroll > Admissions > New Notification.
2. Enter Notification Name, Degree, Program, Batch, and timeframe.
3. Click on Create Notification.

Setting up Fee Structure​

Steps to setting up fee structure

1. Navigate to Fee Structure Settings.

• Go to Configuration > Fee Structure.
• Click on Add New Fee Structure.

2. Select Batch & Program Details.

• Choose the Batch, Degree, and Program from the dropdown menus.
• Specify the Quota applicable for the fee structure.

3. Define Fee Components.

• Add different Fee Types such as Admission Fee, Hostel Fee, Exam Fee, etc.
• Enter the Amount for each fee type.

4. Set Payment Preferences:

• Indicate if the fee is a Single Payment or requires installments.
• If applicable, enable Minimum Fee Requirements and specify the amount.

5. Apply Restrictions (if needed).

• Check the Restrict Fee option if certain conditions apply.

6. Finalize & Submit.

• Review all details for accuracy.
• Click Submit to save the new fee structure.

Lead Management​

Steps to add Leads

1. Go to Enroll > Leads.
2. Navigate to Add New > Add New Lead for adding a single Lead. Enter details such as
   • First and Last Name
   • E-mail Id
   • Mobile No.
   • The Degree, Program, Batch (year) the student wishes to enroll in.
   • The Lead Source (website / social media / reference / walk-in, etc.)
   • Lead Status/Type.
3. Navigate to Add New > Import Leads for bulk import of multiple leads. Select Degree, Batch, and Import file.
4. Lead records are available at Enroll > Leads.

Steps for conversion to admission

1. Go to Enroll > Leads.
2. Select a Lead and click on the corresponding View (eye) icon.
3. Fill up Basic, Education, Nurturing details and upload relevant Documents.
4. At the right top corner, click on kebab (3 dots) preceding the Save button. Select Convert to Admission.
5. In the Admission Conversion form,
   • Choose the degree from the dropdown menu.
   • Select the batch.
   • Specify the quota (Convenor / Spot / NRI / Management).
   • Choose the relevant admission notification.
   • Click the checkbox if the lead is a lateral entry.
   • Choose the appropriate phase of admission (Phase 1, Phase 2, or Phase 3).
6. After filling in all details, click the Submit button to convert the lead to admission.

Common Issues & Solutions​

Support​

Need Help?
Access Support Portal from the footer and click on "Login with CampX."