Follow-up & Reminders

You can set status updates & follow-up action for each enquiry. You may select the status of enquiry from preset options offered. Easy options available to set the next follow-up action along with date and time.

The system maintains log of all the past follow-ups. System generates reminder list of pending follow-ups for the sales staff to take action. You can filter enquiry list by date, assigned salesperson, course categories, courses and more choices.