Converting a Lead to a Student

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:

1. Lead Follow-up Modal – Click the “Convert to Student” button in the right panel.
2. Lead Details Page – Use the right sidebar actions menu and select “Convert to Student.”
3. Leads List Page – Update the lead status to a Converted status.

What Happens After Conversion?

Once a lead is converted into a student:

• If the student has not registered via the CRM frontend, an email is automatically sent with login credentials and a system-generated password.
• The email content can be customized from:
  Admin Panel → Message Templates → Email Templates → STUDENT_PASSWORD
• Under students module the student will be shown
• Under leads module, the student is not visible, as by default the leads view shows Open leads only. If you change the lead status filter to "Converted" or "ALL LEADS", you can see the converted lead.