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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
  • Phone number
  • Course / batch of interest
  • Source (walk-in, referral, social media, etc.)
  • Follow-up date

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.

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 CRM tools or sheets.