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  1. CRM Overview

Lead List

The Lead List in ExtraaEdge CRM is a streamlined dashboard for counselors to efficiently track and manage prospective students throughout the admissions process.

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Last updated 3 months ago

What is Lead List in a CRM ?

A Lead List for Counselors in an education CRM, such as the one provided by ExtraaEdge, is a comprehensive platform designed to streamline the management of prospective student data. It serves as a centralized repository where counselors can efficiently track and interact with potential students throughout the admissions journey. This tool enables counselors to access detailed information about each lead, update their progress through various stages of the admissions funnel, and engage via multiple communication channels like email and SMS. The Lead List also offers powerful features like sorting, filtering, bulk uploading, Add new lead and personalized follow-ups, equipping counselors to effectively nurture relationships and improve conversion rates, thus enhancing the overall efficiency of the recruitment process.

Lead List section gives you access to all leads of your admission/sales funnel.

The funnel names/ lead stage is customized as per your requirement.

From Lead List you will be able to,

  1. Jump on your admission funnel/sales funnel.

  2. Perform bulk tasks from the master panel such as Send Email, Send SMS, Download leads, Refer a lead, Schedule Marketing Campaigns, etc.

  3. Sort the list as per your requirement.

  4. Here you go with managing your funnels.