CRM and leads

Create leads manually, from the website form, or by CSV import.

• Click New Lead in CRM → Leads and fill in name, email, phone, and country.
• Leads can also arrive from your public website contact form.
• For bulk entry, use Import Leads to upload a CSV file.

Drag leads through stages on the Kanban board.

• Switch between Table and Kanban views at the top of CRM → Leads.
• Drag a lead card to a new column to change its stage.
• Filter by counsellor, source, country, or date to focus your view.

Automatic matching by email and phone across your workspace.

• When you add or import a lead, the system checks for matches in existing leads and students.
• Matches are shown before you save so you can merge or skip.
• Cross-branch duplicate visibility respects data boundaries — no contact details are disclosed across branches.

Upload a CSV, map columns, preview, then confirm.

• Go to CRM → Leads → Import and upload your CSV (up to 500 rows).
• Map your CSV columns to lead fields (name, email, phone, country).
• Preview shows which rows are ready, which are duplicates, and which are invalid.
• Optionally assign a source and counsellor to all imported leads.
• Confirm to create leads atomically — nothing is written until you confirm.

Route leads to the right team member by branch or country.

• Set a default assignee per lead source or branch.
• Reassign individual leads from the lead detail page.
• Branch managers see only leads in their branch.

One click carries the lead into a full student profile.

• Click Convert to Student on a qualified lead.
• All contact details, country, and notes carry into the student profile.
• The lead is marked as converted and links to the new student record.

Save and reuse filter combinations for your pipeline.

• Set your preferred stage, view mode, and filters.
• Click Save View and give it a name.
• Switch between saved views from the dropdown.

Attach service workflows to leads before conversion.

• Bind a published service workflow to a lead from the lead detail page.
• Fill in workflow form fields and save progress at any step.
• View the full case history with timestamps and who made each change.