Terms

Follow-up Summary

Follow-up Summary: -

This is 5th screen of our Manage Student Module that is follow-up summary. In this screen you 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. Also, the records are display only for next two days follow-ups.

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. Following image shows the list view of follow up summary.

**** 4.5.1 Follow-up Summary 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 leads related to that grade 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 leads 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 leads.

By clicking on particular student, you can view that student follow-up separately in new window as shown in following image.  You can also update follow-up from here. For going back there is back button. Close enquiry option only access by admin or center manager.

****4.5.2 Student Follow-up Summary Screen ****