Learn how to follow the lead journey on Reportcard.
Lead won as a student
To mark a lead as won, follow the steps below:
- Click on the Leads option in the left main menu.
- Click on the row bearing the lead.
- Click the third option (won) in the Sales Pipeline (table on the left side of the page).
- Fill in additional details and enroll the student to your institute.
To mark a lead lost, follow these steps:
- Click on Leads in the left main menu
- Select the last option (lost) in the Sales Pipeline
- Choose a reason as to why your lead was lost