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Lead Profile Page - A Detailed View

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Lead Profile: Consortium of Lead activities

Lead profile gives the detailed data in One Go. Lead details include all the engagement activity by the counselor through calls, follow - ups, lead remarks etc. The detailed view helps in nurturing the data through different modules.

  1. Added on: This is the date and time on which the lead was added into the system.
  2. Last Activity: This shows the last activity of the lead in the system.
  3. Lead score: A lead score is a numerical expression of a lead potential. It quantifies behavior and information into a metric that can be interpreted to automatically channel leads to the right bucket.

    Actions like opening an email, clicking on the link provided in the email, registering for an application, visiting your website, add to a lead's overall score. Knowing who is a good fit for you allows you to market more efficiently and reallocate your valuable time to the leads that are more likely to be converted.

  4. Lead strength: Lead Strength is a statistical measure indicating the comparative standing of a particular lead in the vast lead pool. No filter, no sorting. Lead Strength helps you depict which Lead is more interested (likely to convert) within the pool. The higher the strength, the faster the chances of conversion.
  5. Resubscribe Email- This icon will only be visible for the applicants who are unsubscribed. On clicking this icon the user will be presented with an informative pop-up, from where the user can click on the Resubscribe button and remove the applicant from the unsubscribed list.

  1. Communication status: This shows the cumulative of all the communications with the lead.
    • Email sent: The total number of emails sent to the Lead.
    • SMS sent: The total number of SMS sent to the Lead.
  2. Telephony Status: This shows the total number of calls made to the lead.
    • Inbound call: The number of calls that were initiated by the Lead.
    • Outbound call: The number of calls that have been made to the Lead.
  3. Assigned Counsellor: The name of the counselor to whom the Lead was allocated.
  4. Lead Status: The current state of the lead in the system. i.e whether the Lead has verified the mail or not.
  5. Lead source: It shows through which campaign source the lead has entered into the system.
  6. Lead's journey in the system: 
    1. Unverified: This is the stage were the Lead has registered but has not verified.
    2. Verified: This shows that the lead has verified.
    3. Application started: This icon shows how many form/s has been started by the applicant.
    4. Payment approved: This shows the number of applications for which payment has been done by the applicant.
    5. Application submitted: This shows how many application forms have been submitted.
    6. Enrollments: This tells if the Lead has been enrolled in the college.
  7. Change lead stage:  Lead Stage is used to segregate leads based on disposition. Counselor marks lead disposition after calling a student and gauging their interest. The most common lead stages are: 
    • Warm: When the lead is somewhat interested in the institute but not very positive, the lead is categorized as Warm.
    • Hot: When the activity of the lead is highly interactive and the lead is very responsive, it is categorized as Hot.
    • Cold: When the activity of the lead's response is negative or not responding then the lead is categorized as Cold.
    • Untouched: A lead present in the system for which the lead stage has not been updated yet. This is the default lead stage of a lead that enters the system.

 Institutes may choose to have other/more lead stages in their system.

Note: Contact ticket@nopaperforms.com to configure lead stages for your institute

Options available in Lead's profile:

    1. Add follow up: This allows to add up a follow up for the lead.
    2. Add Note: This allows the counsellor to add a remark for lead activity.
    3. Communicate: This allows the counsellors to communicate with the lead. Ways a counsellor can communicate with the lead:
      1. Email: Allows to send a direct email to lead.
      2. SMS: Allows to send SMS on the number provided by the lead.
      3. Whatsapp: Allows to send a message on WhatsApp.

    4. Re-assign leads: This option lets you re-assign (or assign) counsellor to the lead.

Lead Details

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  1. Lead details: Here the lead details are editable. The assigned counsellor/s can edit the fields mentioned under this section except for the Email and Mobile Number.
  2. Country, State, City: The information as filled by the lead.
  3. Course & Specialization: The course & Specialization (if any) filled by the lead in the widget.

Timeline: Timeline shows the overall activity of the lead.

Follow-ups & Notes 

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  1. Follow up & Notes: This segment will allow counsellors to follow up and add detailed notes about particular leads.
    • Add note: This can be used to add custom notes about a particular lead in the system.
    • Add follow up: This can be used for setting up reminders for following up. This can be used for easy follow up activities.
    • Activity list (Drop Down):

      • Follow up

      • Upcoming (Follow Up)

      • Overdue

      • Completed

      • Remarks

 

Communication logs
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Communication logs: Under this section, the complete details and overall communication with lead done by the counsellor can be viewed.

Email summary:

  1. Email Sent: Total number of emails sent

  2. Open rate: The number of emails that have been opened.

  3. Click rate: The number of emails which has been opened and clicked

  4. Email bounced: The number of emails that have bounced without reaching the user.

SMS Summary:

  1. SMS Sent: The number of SMS sent

  2. SMS Delivered: The number of SMS that has been delivered.
  3. Email bounced: The number of emails that have bounced without reaching the user.

WhatsApp Summary:

  1. WhatsApp Sent: The number of WhatsApp messages sent
  2. WhatsApp Delivered: The number of WhatsApp messages that has been delivered.
  3. Click Rate: The number of times WhatsApp messages that have been opened & clicked
  4. Unsubscribe Rate: The number of times leads unsubscribed to the WhatsApp messages.
  5. Auto Reply: The number of times WhatsApp bots have responded to the leads on WhatsApp.

Document Locker
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This will give the list of all the documents uploaded by the applicant and links to download them as well.

 

Tickets

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Tickets:

The Queries raised by Lead in the form of tickets.

Ticket Status:

1) OPEN: If the query is raised by the lead then it will show as the Open Ticket.

2) CLOSED: If the query has been solved it has been marked as Closed Ticket.

 

Call Logs

 

The Call Logs contain all the information regarding calls .

  1. Inbound Call- Total number of times applicant has called.
  2. Outbound Call- Total number of calls made by the counsellor to the applicant.
  3. Call Duration: The total duration of the call between applicant & Counsellor.