Updating status of a lead

Updating status of a lead

Open a lead and then click on the Status tab:

  1. Select Status (New or Warm or Cold or Hot or Super Hot or Junk)
  2. Select "Assigned To" (assign a counsellor or manager to handle the lead - you can also self-assign the lead)
  3. Select a Followup Date (make sure to select a Followup Date and Time)
  4. Enter Remarks
Enter status fields every time when you reach out to student (even if the student is not responding)

Bulk Update:

Apply the filters on the leads page and the select the leads you wish to update the status by clicking checkbox. Click on the Assign Status button to update status.

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