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Counsellors

Overview​

Counsellors are registered staff members who guide prospective students through the enrollment process. They follow up with leads, provide information about programs, and help convert inquiries into successful admissions.

Key Features​

→ Add registered users as counsellors from the active user list.
→ Assign counsellors to manage leads and guide prospective students.
→ Remove counsellors when their role changes or they're no longer available.
→ Track accountability through registered counsellor assignments.
→ Streamline lead management with dedicated counselling support.

Prerequisites​

Prerequisites

⚠️ Users must be officially registered within the institution's system before being assigned as counsellors.

Managing Counsellors​

Adding a Counsellor​

When to Add Counsellors

Add counsellors when you need to assign lead management responsibilities to staff members who will guide prospective students through the admission process.

  1. On the left side of the main menu, go to Enroll → Counsellors.
  2. Click on Add Counsellor button.
  3. Pick one employee from among the list of active users.
  4. Click on Submit button.

Expected Result: The selected user is now added as a counsellor and can be assigned to manage leads and guide prospective students through the enrollment process.

Removing a Counsellor​

When to Remove Counsellors

Remove counsellors when staff members change roles, leave the institution, or are no longer available to handle lead management responsibilities.

  1. Locate the counsellor's card in the counsellors list.
  2. Click on the card's kebab (3 dots) menu.
  3. Click on Remove as Counsellor.

Expected Result: The user is removed from the counsellors list and can no longer be assigned to manage leads.

Enroll_Counsellors

Common Issues & Solutions​

❗ Issue✅ Solution
Unable to add counsellorMake sure the user is registered and active in the system
Counsellor option not visibleVerify you have proper permissions to manage counsellors
Employee not in the listEnsure the employee is an active user in the institution's system

Useful Tips​

💡 Best Practices:

  • Only assign counsellor roles to staff members who will actively follow up with leads
  • Regularly review and update counsellor assignments based on workload and availability
  • Ensure counsellors are trained on the institution's programs and admission requirements

✅ Do's:

  • Assign counsellors who have good communication skills and program knowledge
  • Remove counsellors promptly when they change roles or leave

Support​

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