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Leads
| Lead | Status | Priority | Score | Assigned to | Source | Tags | Created |
|---|
Tasks
| Task | Type | Priority | Status | Due | Assigned to | Lead |
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Deals
Prospects
Won leads that have not enrolled yet — offer accepted, fee in progress.
| Name | Program | University | Status | Assigned to | From lead | Since |
|---|---|---|---|---|---|---|
| No prospects yet — convert a won lead to see it here. | ||||||
Students
Enrolled students, carried over from the prospect stage.
| Name | Program | University | Status | Assigned to | From lead | Since |
|---|---|---|---|---|---|---|
| No students yet — promote a prospect once they enrol. | ||||||
Activity
Your own activity — notes, stage changes, tasks, emails, and documents you've added — in one feed. Super Admins see everyone's.
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Chat with leads over WhatsApp, right from the CRM.
Users
Manage team members within your permission scope.
| Name | Role | Team | Status | ||
|---|---|---|---|---|---|
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