Leads Management

- EduCtrl CRM offers multiple methods to capture leads directly from your website and external lead generation platforms into the CRM. This enables fast lead intake, centralized tracking, and improve...

- Learn how to capture, review, and manage leads from Facebook Lead Ads within EduCtrl CRM for streamlined follow-up and improved conversion rates.PrerequisitesAdmin access to EduCtrl CRMActive Faceb...

- This article explains how to qualify leads and track their progress using lead statuses in EduCtrl CRM. This helps consultants prioritize their follow-ups, stay organized, and improve overall conve...

- This article explains how to import new leads into EduCtrl CRM using CSV files, and how to export lead data for offline access, reporting, or backups.PrerequisitesAdmin or staff access with lead pe...

When a lead decides to proceed with your services, you should convert the lead into a student.You can convert a lead from multiple locations within the CRM:Lead Follow-up Modal – Click the “Convert to...

When a new lead is received in EduCtrl CRM, it is initially marked as Unassigned. Staff members with the Lead Assignment permission can assign the lead to themselves or to another counsellor or staff...

EduCtrl CRM allows staff to organize and manage leads efficiently using Tags and Bulk Actions.Using Lead Tags - Tags help categorize leads based on any custom criteria defined by your organization. Th...

In EduCtrl CRM, leads can be marked as Disqualified when they are no longer considered potential customers.A lead is typically marked as disqualified when:The lead is not reachable after multiple foll...