CRM - Company Dashboard
Modified on: Wed, 6 Jul, 2022 at 3:15 AM
Using Company Setup, you can configure the 'Tour Setup', 'Waitlist Setup', and New Inquiry. You also have a comprehensive CRM dashboard with all relevant information on the company setup.
Inquiry
New | New Inquiries from the prospective parent(s) |
Responded | Number of inquiries responded |
Tour
Pending | Number of pending parents for a tour |
Invited | Number of invited parents for a tour |
Scheduled | Number of scheduled tour requests |
Toured | Number of concluded tours |
No Show | Number of parents not visited on the scheduled date for a tour |
Waitlist
Joined | Number of parents joined |
Invited | Number of parents invited via CRM |
Enrollment
Offered | Number of enrollment offered to parents |
Incoming | Number of incoming children |
Enrolled | Number of enrolled children |
Withdrawn | Number of withdrawn children |