EduCtrl is a feature-rich cloud-based software to manage all aspects of Overseas Education Consultancy Business, Training/Coaching Institutions.
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Introduction to Workflow Automation in EduCtrl
- Understand the basics of workflow automation in EduCtrl CRM and how it helps automate tasks like sending messages, assigning leads, and following up without manual effort.Prerequisites - Admin or M...
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Setting Up Automatic Follow-Up Reminders
- Learn how to configure automatic reminders to ensure timely follow-ups with leads and students.Prerequisites - Access to Automation workflowsLeads with assigned follow-up datesStep-by-Step Instruct...
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Triggering Actions Based on Lead Status
- Learn how to automate actions such as sending notifications, updating records, or assigning tasks based on changes to lead status.Prerequisites - Admin access to Automation and Lead SettingsDefined...
