Terms

Follow-up Report

Follow-up Report: -

This is 6th screen of our Manage Student Module that is follow-up Report. This screen is same as follow-up summary page only the difference is, we can search the students via lead grade wise. In this screen we can view all student list with details of which course he or she is interested and how much interested that is this is screen of history of inquiry follow-up page.

On this screen we can view student name, phone number, course he or she is interested, follow up date, how to take follow up also who take it and lead grade as (neutral cold, warm etc.). We Provide a date filter here hence we can search the summary date range wise. This is simple report of follow ups against inquiries. Following image show the list view of follow up Report.

****4.6 Follow-up Report Screen ****

Field Description: -

1. Lead Grade: - This is lead grade filter in which we can search leads grade wise. You just have to select lead grade type and click on search button then it will show all follow-up details related to that grade you selected.

 

1. Consultant wise: - This is consultant wise filter in which you have to select the consultant name and click on search button then it will show all follow-up details related to that Consultant you selected.
2. From Date - To Date Search: - This is a filter named date filter. You can filter/search leads by selecting the Date range. When u select the date range then it will show all the follow-ups details between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search follow-up details.