Add New Lead

1. Click on Add Lead on your Main Navigation

Click on  Add Lead on your Main Navigation

2. Fill-in the clients Details

First Name, Last Name , Phone and Emails are mandatoryFill-in the clients Details

3. Make sure you add the proper email as its going to verify your client using it

Email address can’t be duplicated so to avoid repetative data entry of clientsMake sure you add the proper email as its going to verify your client using it

4. Select Category on What Services your clients are enquiring.

You can update category from Leads tracker and then CategorySelect Category on What Services your clients are enquiring.

5. Select the Category

Select the Category

6. Select Sub Agent if clients is Referred by Sub Agent

Select Sub Agent if clients is Referred by Sub Agent

7. Click on your sub-agent list

Click on your sub-agent list

8. Click on Do you have Marketing Manager ? If your team is referring the Clients

Click on Do you have Marketing Manager ? If your team is referring the Clients

9. Click on Do you currently hold / Have you held a visa for our intended country of visit? for adding visa expiry date

Click on Do you currently hold / Have you held a visa for our intended country of visit? for adding visa expiry date

10. Type and Select Student Visa

Type and Select Student Visa

11. Enter Expiry Date for your client visa expiry Reminders

Enter Expiry Date for your client visa expiry Reminders

12. Click on Submit to add your Lead

Great now you have successfully added your LeadClick on Submit to add your Lead

13. And Submit it


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Alert: System Update – Temporary Downtime on 27/12/2023(4:00 pm – 6:30 pm)SYD Time

Please be assured that this downtime is planned to optimize our systems, enhance security measures, and implement important updates. We understand the importance of our services to your operations and apologize for any inconvenience this may cause.