SL- Student Applicant Creation

Executed by

Marketing Executive

Processes trigerred from

Student Admission - New student "(Variant)""

Navigation

Navigation: Home > CRM>Lead>Create>Student Applicant

Steps

1. Open the leads with the status ""Hot.""
2. The Create button will appear in the top-right corner.
3. Click on the Create button to display dropdown menu.
4. Click on Student Applicant from the dropdown.
5. A new Student Applicant record will be generated automatically.
6. Complete the mandatory fields in the record, such as the Student’s Email ID and Parent details under the Relations tab.
7. Once the details are entered, click Save.