Tracking Lead, Prospect & Clients

1. Click on Lead Tracker of the Main Navigation panel to view new leads

Click on  Lead Tracker of Main Navigation panel to view new leads

2. You click the list of all the New Leads you have added

You click list of all the New Leads you have added

3. Once you have counselled your Leads you can then change it to prospects

Once you have counsel your Leads you can then change it to prospects

4. Click on Convert To Prospects

Click on  Convert To Prospects

5. Click on Convert to Client if your student has started applying for your services

Alternatively, if you add an Application system will automatically convert your leads to ClientsClick on Convert to Client if your student has started applying for your services

6. Click on Closed to view leads converted to closed and does not proceed further with you

Click on Closed to view leads converted to closed and does not proceed further with you

# Multiple Select

You can select multiple records to change stages or assign users in one go

7. Select the leads by clicking on the check box

Select the leads by clicking on check box

Click on C00066	2w ago	Branch Two Client	0256789225	br2@client.com		Website	canberra branch	 Assign User

9. Action Bar will appear on the Title Bar with multiple options

Action Bar will appear on the Title Bar with multiple options

10. Click on Change Status and select the status.. Then click on submit to change the status in one go

Click on Change Status and select the status.. Then click on submit to change the status in one go


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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.