1. How to add a new enquiry?
# Help Steps :
Step 1: Go to the enquiry/ seacrh the enquiry
Step 2: Click on the Edit Enquiry button
Step 3: Make necessary changes
Step 4: Click on Update Enquiry Form
2. How to edit an enquiry?
# Help Steps :
Step 1: Go to the enquiry/ seacrh the enquiry
Step 2: Click on the Edit Enquiry button
Step 3: Make necessary changes
Step 4: Click on Update Enquiry Form
3. How to delete an enquiry?
# Help Steps :
Step 1: Go to the enquiry/ seacrh the enquiry
Step 2: Click on the Delete Enquiry button
Step 3: Click OK on the confirmation dialog box
# Help Video : https://www.youtube.com/embed/Ma1wnTPXwfo
4. How to send enquiry form to student via email?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Enter the student's email id in the Email address field (Next to invite button)
Step 3: Click on Email Invite button
# Help Video : https://www.youtube.com/embed/95NhiDXbQVY
5. How to send enquiry form to student via whatsapp?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Enter the student's whatsapp number (with country code, for e.g. +91) in the Mobile number field (Next to invite button)
Step 3: Click on Whatsapp Invite button
# Help Video: https://www.youtube.com/embed/B47RaZYNdKg
6. How to see the enquiry crm dashboard?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Click on Show Graph button
7. How to search for a particular enquiry?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Select the stage in which you want to search
Step 3: Enter the student name/ last name OR counsellor name/ last name in the search field
# Help Video: https://www.youtube.com/embed/W1VcP6bY21A
8. How to add a reminder for an enquiry?
# Help Steps :
Step 1: Go to the particular enquiry
Step 2: Click on the green + icon
Step 3: Click on Add Activity
Step 4: Enter the activity details
Step 5: Click on Need Reminder button
Step 6: Enter the date and time when you want to take follow up
Step 7: Click on Save Enquiry Activity button
9. How to see enquiries with reminders?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Click on Show Reminders button
10. How to remove reminder for an enquiry?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Click on Show Reminders button
Step 3: For the desired enquiry, click on Remove off button (red calendar icon) in Reminder On column
11. How to use advanced search enquiry filters?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Click on Filter Enquiries button
Step 3: Select the search parameters as required
Step 4: Select date ranges as required
Step 5: Click on Show button
12. How to see the applicant details?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the green + button
Step 4: Click on Show Applicant Detail button
13. How to move the enquiry to the next stage?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the green + button
Step 4: Click on the Select Stage drop down list, select the destination stage
Step 5: Click on Move to Next Stage button
# Help Video : https://www.youtube.com/embed/HTda_BM_ZVM
14. How to assign counselor to an enquiry?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the green + button
Step 4: Click on Select Counselor dropdown list, select the desired counselor
Step 5: Click on the Assign Counsel button (green check icon below Assign Counselor)
15. How to add a new activity in an enquiry?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the green + button
Step 4: Click on Add Activity button
Step 5: Enter the Type, Comment, Response and Outcome as needed
Step 6: Click on Save Enquiry Activity button
# Help Video : https://www.youtube.com/embed/swTtb0PtV5w
16. How to view entire activity history of an enquiry?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the green + button
Step 4: Click on View All Activity button
# Help Video : https://www.youtube.com/embed/Lr_6R0Ku9Uo
17. How to view stage activity of an enquiry?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the green + button
Step 4: Click on View Stage Activity button
18. How to send email to an enquiry?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the Quick Email button (red email icon)
Step 4: Select an email template OR type the desired message
Step 5: Click on Send Email button
# Help Video : https://www.youtube.com/embed/Cdq3ZxwHBWA
19. How to save an email template?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the Quick Email button (red email icon)
Step 4: Enter your desired message
Step 5: Click on Save Email Template button
Step 6: Enter the category name
Step 7: Click on Save As New Email Template button
20. How to send whatsapp message to an enquiry?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the Quick Whatsapp button (green whatsapp icon)
Step 4: Click on the Whatsapp icon (next to the mobile number)
Step 5: Select a Whatsapp template OR type the desired message
Step 6: Click on Send Whatsapp button
# Help Video : https://www.youtube.com/embed/5hG1Bb0Ly_k
21. How to save whatsapp message template?
# Help Steps :
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the Quick Whatsapp button (green whatsapp icon)
Step 4: Click on the Whatsapp icon (next to the mobile number)
Step 5: Enter your message
Step 6: Click on Save Whatsapp Template button
Step 7: Enter category name
Step 8: Click on Save As New WhatsApp Template button
22. How to delete email/ whatsapp template?
# Help Steps:
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the Quick Email button (red email icon) OR Quick Whatsapp button (green whatsapp icon)
Step 4: Click on Delete button in the template to delete the email/ whatsapp template
23. How to call an enquiry through mobile?
# Help Steps:
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry
Step 3: Click on the green + button
Step 4: Click on Show Applicant Detail button
Step 5: Login to the smartphone app with the same user id as currently used in web
Step 6: Click on the Call button (green call icon next to mobile number)
Step 7: Give permission to smartphone app to make calls (only the first time)
# Help Video : https://www.youtube.com/embed/rXOgAmyrMms
24. How to send admission link to an enquiry?
# Help Steps:
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry in Admission Workflow stage
Step 3: Click on the Invite to Admission button (black email icon)
# Help Video : https://www.youtube.com/embed/XHBWQytAu8o
25. How to re invite an enquiry for admission?
# Help Steps:
Step 1: Go to Enquiry CRM module
Step 2: Search for the desired enquiry in Admission Workflow stage
Step 3: Click on the Re-Invite to Admission button (black resend icon)
26. How to get counselor wise report?
# Help Steps:
Step 1: Go to Enquiry CRM module
Step 2: Click on Show Graph button
Step 3: Go to the bottom of the page
Step 4: Under Counsellor report, select Counsellor name, date ranges
Step 5: Click on Show Data button
27. How to get report for all counsellors?
# Help Steps:
Step 1: Go to Enquiry CRM module
Step 2: Click on Show Graph button
Step 3: Go to the bottom of the page
Step 4: Under Counsellor report, click on Show Data button