ERAM Admissions Desk

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ERAM Admissions Desk

Demo mode: calls are simulated

Change my password

Lead details

Add lead

Calls to wrap up

LeadCallOutcomeCall again at (for Recall)Lead temperatureNotes

My recalls

LeadCall again atLast noteActions

My leads

LeadCourseSourceStatusActions

Upload from Tally

Export from Tally to Excel or CSV and upload it here. One file can hold the student details (name, mobile, salesman, student ID) and the receipts together. Uploading again is safe: nothing is counted twice.

Or upload the students and the receipts as two separate files

Students

Add lead (Instagram, Facebook, walk-in and other sources)

Upload many leads from Excel or CSV

First row = column names. Columns read: Name, Phone, Course, Place, Source, Qualification, Email (only Name and Phone are required). Leads whose phone already exists are skipped.

Needs a recall

Instagram and other sources

From the website

Leads of this executive

LeadCoursePlaceSourceStatusLast outcome

Today against the daily target

ExecutiveCalls todayTalk time today

Executive summary

ExecutiveLeads assignedCallsConnectedTalk timeAvg lengthRecalls pendingOverdue

Calls per day (last 7 days)

Recalls pending

LeadExecutiveCall again atLast note

Call log, notes and recordings

TimeExecutiveLeadStatusDurationOutcomeNotesRecording

Incoming calls (answered and missed)

Try the incoming-call pop-up (demo mode only)

Type the mobile number of a lead. The pop-up appears on the screen of the executive the lead is assigned to (an unknown number rings the head). Open that executive's login in another window to see it.

TimeCallerAnswered byResultDurationOutcomeRecording

Not interested after many calls

Courses, fees and details

These fill {fee} and {details} in the message below, and they are the course list in every form. Write details as one short line, for example the next batch date and duration.

WhatsApp greeting

This text is already typed when an executive presses WhatsApp on a lead. Use {name} (student's first name), {me} (executive's name) and {course}. You can write it in English, Malayalam or both. The executive can still change it before sending.

Message to send

Use {name}, {course}, {fee} and {details}. Replace any text in [brackets] before sending. Press Save message so it is kept for next time.

Message only people who agreed to hear from you. Bulk SMS in India needs DLT-registered templates. Sending many messages from a personal WhatsApp number can get the number restricted.

LeadCourseExecutiveCallsLast callLast noteMessaged

End-of-day report

Leads each executive worked on (called or updated) on the chosen day. Pick Hot, Warm or Cold to get one combined list across all executives.

Summary by executive

ExecutiveLeads workedCallsTalk timeHotWarmColdNot rated

Leads

TempLeadCourseExecutiveCallsOutcome todayNotesStatusNext recall

Add a team login

NameRoleMobile (rings for calls)Knowlarity number (students see it)Password

Calling provider check

Shows the last messages between the app and the calling provider. Use it on the day calls are connected.

TimeTypeDetails
Press Refresh.