Learn how to follow the lead journey on Reportcard.

Lead won as a student

To mark a lead as won, follow the steps below:

  1. Click on the Leads option in the left main menu.
  2. Click on the row bearing the lead. 
  3. Click the third option (won) in the Sales Pipeline (table on the left side of the page). 
  4. Fill in additional details and enroll the student to your institute.

Lead Lost

To mark a lead lost, follow these steps:

  1. Click on Leads in the left main menu
  2. Select the last option (lost) in the Sales Pipeline
  3. Choose a reason as to why your lead was lost
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