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What is an Enquiry?

An enquiry is a prospective student who has shown interest in your institute but hasn’t enrolled yet. Use the Enquiries module to track leads, schedule follow-ups, and convert them to admitted students.

Adding an Enquiry

Go to Enquiries → Add Enquiry and fill in:
  • Name and phone number
  • Course / standard of interest
  • Source (walk-in, referral, social media, etc.)
  • Expected fee
  • Follow-up date
  • Assigned staff member (optional)

Enquiry Statuses

Follow-Up Alerts

The dashboard Attention Feed shows all enquiries where the follow-up date is today or overdue. This ensures no lead slips through.

Pipeline View

The enquiries page shows funnel counts for each status and a conversion rate (admitted / total). A forecast is calculated from expected fees of all non-lost enquiries.

Converting to Student

When an enquiry is ready to enrol:
  1. Open the enquiry
  2. Click Convert to Student
  3. Fill in the remaining admission details (batch, fee, etc.)
The enquiry is marked Admitted and a student record is created automatically.

Exporting Enquiries

Export your full enquiry list as CSV from Enquiries → Export for use in external tools or sheets.

Importing Enquiries

Bulk-import leads from a CSV via Enquiries → Import. Download the template, fill it in, and upload.