Articles on: Manage Leads, Trials and Forms

Collaborating on Leads

Managing lead stages:

To manage the lead process, follow the simple steps below:

Navigate to the People menu, and click on Leads.
On the All Leads page, click on the Lead name you want to update the lead process.
Under the header Stage in the Lead's profile, in the drop-down options, there are four stages that a Lead may progress through.

Enquired - At this point, the Lead is simply inquiring about the sessions, pricing, and so on.
Appointment - The Lead might have booked some trial sessions/classes and will be attending the same.
Won - In this stage, the Lead has successfully been converted into a student and can be marked as "won”. This could be the result of purchasing a class or package or getting enrolled in a class or batch.
Lost - This could be the result of the Lead leaving without enrolling in a class.

When the lead is marked as won, the lead profile is automatically enhanced to a student profile and will be added to the student list page. You can see the lead as a student on the page.

Lead stages

💡 On moving a lead to the ‘lost’ stage, you will be prompted to provide a reason for losing the lead. This can be analyzed as a report.

Lead interest

You could also engage with Leads based on the Lead interest.
For example, under the header Interest in the drop-down options, you can choose,
Hot (Very interested)
Warm (Interested)
Cool (Somewhat interested)
Cold (Not interested)

Lead interest

Recording activities

Adding notes
Adding tasks

Lead notes

On the lead’s profile page, you can add a New note in the text field, and you can mention team members on notes and activities using '@' followed by their name, and they will be notified by email.
Then, after writing a note, save it by clicking on Add note button.

Lead note

Lead tasks

You can also assign tasks to team members in the Create Task tab.
Write down the task in the text field, then assign the task to a team member from the drop-down options.
Select the Due date and Time and click on Add Task button and you’re done!
Classcard will remind the staff member of the task date to take action.

Lead task

Updated on: 28/06/2023

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