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Family Profile & History (CRM)

01.

Family Profile & History (CRM)

  • Family Information
  • Descriptions
  • Notes
  • History
  • Offer details
  • Parent status
  • Tasks
  • Multiple children
  • Multiple opportunities

02.

Sales Stages

Classify your leads on different stages. Move them across your sales funnel. Identify where your leads are getting stuck and where your opportunities are falling off the

  • Enquiry
  • Engaged
  • Tour Booked
  • Tour Completed
  • Waitlisted
  • Offered
  • Enrolled
  • Lost opportunity
  • Graduated
  • Withdrawn