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Guides, workflows, and answers to help your institute team run admissions and student operations smoothly.

managingEnquiries

How to Add an Enquiry

Last updated: 2026-03-10

Capture new leads quickly and keep follow-ups organized.

Use this guide to create structured lead records and maintain clean follow-up workflows.

Watch Demo

Step 1: Open Leads and create enquiry

Go to the Leads section and click add enquiry.

Enter lead name and phone
Set interested course
Capture source like walk-in, call, or campaign

Leads screen with add enquiry form

Step 2: Set follow-up details

Track what happens next so no lead gets missed.

Choose follow-up date
Save counselor notes
Use status consistently

Lead follow-up fields and notes

Step 3: Review and prioritize pipeline

Daily hygiene keeps your conversion predictable.

Close inactive leads with reasons
Prioritize hot leads first
Track stage-wise conversion weekly

Lead pipeline overview with statuses

Tips and Best Practices

Phone number should be treated as the primary dedupe identifier.
Always add next action notes after each call.