All About the Lead Profile Page

Lead Profile: Comprehensive Overview of Lead Activities 

The Lead profile provides comprehensive data in a single view, encompassing all engagement activities performed by the lead owner, such as calls, follow-ups, and lead remarks. The detailed view helps in nurturing the data through different modules.

1. Added on: This is the date and time on which the lead was added into the system.

2. Last Activity: This shows the last activity of the lead in the system.

3. Lead score: A lead score is a number that shows how promising a lead is. It turns their behavior and information into a simple metric that helps sort them automatically.

   Actions like opening emails, clicking on links, signing up for an application, or visiting your website add to a lead's score. Identifying good fits allows you to market more efficiently and focus on leads with higher conversion potential.

4. Lead strength: Lead Strength is a statistical measure indicating the likelihood of a specific lead getting converted. It reflects the lead's level of interest and their probability of converting. A higher lead strength implies faster chances of conversion.

1. Communication status: This shows the cumulative of all the communications with the lead.

• Email sent: The total number of emails sent to the Lead.

• SMS sent: The total number of SMS sent to the Lead.

2. Telephony Status: This shows the total number of calls made to the lead.

• Inbound call: The number of calls that were initiated by the Lead.

• Outbound call: The number of calls that have been made to the Lead.

3. Assigned Lead owner: The name of the lead owner to whom the Lead was allocated.

4. Lead Status: The current status of the lead in the system. i.e. whether the Lead has verified the mail or not.

5. Lead source: It shows through which campaign source the lead has entered into the system.

6. Lead's journey in the system: 

1. Unverified: This is the stage were the Lead has registered but has not verified.

2. Verified: This shows that the lead has verified.

3. Application started: This icon shows how many form/s has been started by the applicant.

4. Payment approved: This shows the number of applications for which payment has been done by the applicant.

5. Application submitted: This shows how many application forms have been submitted.

6. Enrollments: This tells if the Lead has been enrolled in the college/university.

7. Change lead stage:  Lead Stage is used to segregate leads based on disposition. Lead owner marks lead disposition after calling a student and gauging their interest. The most common lead stages are: 

• Warm: When the lead is somewhat interested in the institute but not very positive, the lead is categorized as Warm.

• Hot: When the activity of the lead is highly interactive and the lead is very responsive, it is categorized as Hot.

• Cold: When the activity of the lead's response is negative or not responding then the lead is categorized as Cold.

• Untouched: A lead present in the system for which the lead stage has not been updated yet. This is the default lead stage of a lead that enters the system.

 Institutes may choose to have other/more lead stages in their system. You can refer to Configuring Application Stages and Sub Stages.

Options available in Lead's profile:

1. Add follow up: This allows to add up a follow up for the lead.

2. Add Note: This allows the counsellor to add a remark for lead activity.

3. Communicate: This allows the lead owners to communicate with the lead. Ways a lead owner can communicate with the lead:

• Email: Allows to send a direct email to lead.

• SMS: Allows to send SMS on the number provided by the lead.

• WhatsApp: Allows to send a message on WhatsApp.
  

4. Re-assign leads: This option lets you re-assign (or assign) lead owner to the lead.
   

Lead Details

The lead details are basic details of the lead such as name, contact information, course they are interested in, etc. Assigned lead owners can edit the fields mentioned under this section except for the Email and Mobile Number.

Timeline

Timeline shows the overall activity of the lead.

Follow-ups & Notes 

1. Follow up & Notes: This segment will allow lead owners to follow up and add detailed notes about particular leads.

• Add note: This can be used to add custom notes about a particular lead in the system.

• Add follow up: This can be used for setting up reminders for following up. This can be used for easy follow up activities.

• Activity list (Drop Down):

  • Follow up

  • Upcoming (Follow Up)

  • Overdue

  • Completed

  • Remarks

Communication logs

Communication logs: Under this section, the complete details and overall communication with lead done by the counsellor can be viewed.

Email summary:

1. Email Sent: Total number of emails sent

2. Open rate: The number of emails that have been opened.

3. Click rate: The number of emails which has been opened and clicked

4. Email bounced: The number of emails that have bounced without reaching the user.

SMS Summary:

1. SMS Sent: The number of SMS sent

2. SMS Delivered: The number of SMS that has been delivered.

3. Email bounced: The number of emails that have bounced without reaching the user.

WhatsApp Summary:

1. WhatsApp Sent: The number of WhatsApp messages sent

2. WhatsApp Delivered: The number of WhatsApp messages that has been delivered.

3. Click Rate: The number of times WhatsApp messages that have been opened & clicked

4. Unsubscribe Rate: The number of times leads unsubscribed to the WhatsApp messages.

5. Auto Reply: The number of times WhatsApp bots have responded to the leads on WhatsApp.

Document Locker

This will give the list of all the documents uploaded by the applicant and links to download them as well.

Tickets

Tickets:

The Queries raised by Lead in the form of tickets.

Ticket Status:

1) OPEN: If the query is raised by the lead then it will show as the Open Ticket.

2) CLOSED: If the query has been solved it has been marked as Closed Ticket.

Call Logs

The Call Logs contain all the information regarding calls .

1. Inbound Call- Total number of times applicant has called.

2. Outbound Call- Total number of calls made by the lead owner to the applicant.

3. Call Duration: The total duration of the call between applicant & Lead owner.