Lead Qualification and Status Tracking

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 conversion performance.

Prerequisites

• Admin or staff access with lead management permissions
• Lead sources and staff roles properly configured
• Optional: Custom lead statuses set up under Settings > Leads

A. Understanding Lead Statuses in EduCtrl

Each lead in EduCtrl CRM is assigned a status to indicate where it is in the qualification journey.

Common default statuses include:

• New Lead
• Counseling
• Potential
• Warm
• Cold
• Long Term Nurture
• Registered
• Rejected

Admins can define, edit, or reorder these statuses from:

Settings > Leads

These statuses help your team categorize and track leads through different engagement stages.

B. Updating Lead Status

1. Go to Leads from the left-hand menu
2. Click the Edit icon next to the lead's follow-up field
3. In the Status dropdown, select the appropriate lead status
4. Click Save

You can also update a lead’s status from the full lead profile while adding a follow-up.

C. Using Filters to Track Leads by Status

1. Navigate to the Leads module
2. Use the Filter By option
3. Select Lead Status and choose a specific status (e.g., Counseling, Warm, Rejected)
4. Apply additional filters like Source, Assigned Staff, or Branch if needed
5. View or export the filtered list for follow-up, analysis, or reporting

E. Best Practices

• Create a clear and consistent status structure that matches your sales/consulting process
• Use actionable statuses like Follow-Up to prompt timely outreach
• Regularly mark leads as Not Interested, Rejected, or Duplicate to maintain a clean pipeline
• Train your team to update lead statuses after every key interaction or follow-up