Setting Up Custom Lead Stages

EduCtrl CRM allows administrators to define custom lead stages to reflect the organization’s unique sales process. Proper configuration helps in streamlining follow-ups and lead tracking.

Step-by-Step Instructions

1. Go to Settings > Leads

2. Click on Add New Status to create a new lead stage

   

3. Enter the following details:

• Status Name: e.g., "New Inquiry", "Counseling Scheduled"
• Status Type: Choose from:
  • none
  • Default
  • Counseling
  • Converted
  • Disqualified
• Deadline (in days) (optional): Define how long a lead can stay in this stage before sending a reminder.
• Colour: Choose a label color to easily identify the status in lists.
• Order: Specify the order in which this status appears in dropdowns.

1. Click Save.

Understanding Lead Status Types

• Default: Automatically assigned when a new lead is created.
• Counseling: Used when a lead is ready for a counseling session. Requires:
  • Assigning a counselor
  • Selecting a date & time
• Converted: When the lead becomes a student (interested in study abroad services).
• Disqualified: Used when a lead is not valid or uninterested.

Note: You must always have at least one lead status of each type: Default, Converted, and Disqualified. You can rename them to match your internal terminology.

Using Lead Stage Deadlines

Lead deadlines help automate follow-up reminders and ensure timely action by staff. Here's how it works:

• Set a Deadline (in days) for each lead stage.
• If a lead remains in a status beyond the deadline, a notification email is sent to:
  • The assigned staff
  • Their manager
  • The super admin