In KApply, you can create leads by:
- Entering data in the add lead details form
- Importing leads from Excel Sheet
- Capturing leads from website
- Capturing leads directly from Facebook or Instagram paid ads
Click on the "Add Lead" button to add a lead using the Lead details form:
This will invoke Lead details form.
Click on the Personal Info tab:
You will see a Branch dropdown at the very beginning of the form only if you have access to more than one Branch. Make sure to select the Branch to add a lead
Section 1: Enter Personal Details of the lead
Section 2: Enter contact details of the lead
You can send SMS/ Email from the System to leads if you have enabled and integrated your SMS and Email Gateway. Contact the support team to integrate your SMS/ Email gateways.
Section 3: Select all study preferences that will help the system to give program recommendation to the student later
Get the study preferences from the system to provide program recommendations through our AI-driven program finder
Section 4: Additional details
Lead owners will always have access to the lead even if it is assigned to anyone else
Click on the Academic Info Tab to add the Education Details, Test Score and Work Experience of the student
Adding the Student We will be adding the Student by Clicking button. Filling and Saving the Form: Add/Edit Personal Info User needs to fill in all the *mandatory fields below. "Click on once completed." Add/Edit Academic Info Click on button to add ...
Updating status of a lead
Open a lead and then click on the Status tab: Fields: Select Status (New or Warm or Cold or Hot or Super Hot or Junk) Select "Assigned To" (assign a counsellor or manager to handle the lead - you can also self-assign the lead) Select a Followup Date ...
Add Internal Notes
Donec at metus aliquam, vehicula ante vitae, finibus massa. Phasellus ligula neque, pulvinar eget turpis a, porta hendrerit risus. Interdum et malesuada fames ac ante ipsum primis in faucibus. Duis hendrerit elit at quam condimentum venenatis. ...
You can export your lead database in excel format. Before exporting leads, apply the necessary filters and then click on the Filter Button: After applying filters, click on the Menu icon (before Add Lead button) and then select Export Leads: The ...
Data collected through various sources such as webinars, seminars, third-party purchase, campaigns and so on can be imported to K Apply. Click on the Menu Icon (Before the Add Lead button) and then select Import Leads: Download the Sample CSV file ...