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Articles on:Manage Leads, Trials and Forms
Manage leads and their profiles

Categories

  • Getting Started
  • Manage your Offerings
  • Manage your Classes
  • Billing and Subscriptions
  • Online Booking
  • Manage Students, Batches, and Forms
  • Staff Profiles
  • Manage Leads, Trials and Forms
  • Manage Files and Courses
  • Assign Grades
  • Automation
  • Integrations
  • Student Guide
  • Pricing & Plans
Leads
  • Offering Trial Classes
    How to offer trial classes to leads and studentsFew readers
  • Reminders on Tasks (Leads)
    Collaborate on tasks effectively by recording activities such as adding notes and assigning tasks for a lead, ensuring seamless communication and task management for your team. Recording activities Adding notes Adding tasks Lead notes On the lead’s profile paFew readers
  • Enrolling a Lead
    How to enroll leadsFew readers
  • Adding a Lead
    How to add a leadSome readers
  • Customizing Lead Profile
    How to customize a lead profileFew readers
  • Customizing Lead Stages
    How to collaborate on leadsFew readers
  • Convert a Lead to a Student
    How to convert a lead into a studentFew readers
Lead form
  • Using Lead Forms
    How to use lead formsFew readers
  • Embedding Lead Forms
    How to embed lead formFew readers
  • Create Lead Segments
    Filter your leads into segments for easy accessibility and differentiation. Create a segment Navigate to the People menu and head to the Leads tab. Click on the funnel icon. A sidebar with the lead filters appears.Few readers

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