| Login Page |
College/University ID |
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Username - Email Id |
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Password |
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Eye button to see the password |
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Error for invalid College/University ID |
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Error for invalid Username |
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Error for invalid Password |
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| Menu Slide Bar |
Logo |
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User Name |
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Mail Id |
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My Profie -- Logo |
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My Profie -- Logo User Name |
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My Profie -- Logo Client Name |
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My Profie -- Logo Name |
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My Profie -- Logo Email |
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My Profie -- Logo Phone |
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My Profie -- Logo Change Password |
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Support |
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Notification |
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Dashboard |
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Manage Lead |
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Manage Aplicant |
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Settings |
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Logout |
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| Dashboard |
Key Matrics -- Dropdown & proper counts as per our server |
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Admission -- Proper count as per our data in our applicants report |
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Admissions --Total Registration, Paid, Form In Progress, Provisional, Submitted -- When click it will redirect to the Manage applicants List |
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Lead Staus -- Hot, New, Positive -- Proper count as per our data in our CRM |
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Lead Stage -- Tiles proper Count |
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While click on Lead stage's tiles it will redirect to the leads |
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Follow up Details -- Proper count and while click it will rediret to the leads |
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| Manage Leads |
Total Leads -- Count |
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Search -- Name, Email, Phone |
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Filter - Select Counsellor and counsellor wise lead |
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Filter - Stage wise filter |
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Filter - Lead Status |
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Filter - Last Call Status |
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Filter - Update From -- Update To |
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Filter - Created From -- Created To |
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Filter - Follow - up From -- Follow - up To |
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Filter - Lead source |
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Filter - Multiple field Filter |
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Create Lead |
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| Lead Section |
Lead Name |
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Created date with time |
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Lead priority should show as High, Medium, or Low |
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State should show |
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Last Call Status should show |
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Lead Status Should show as Hot, New, Positve |
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Call Button -- while click on the call button it will redirect you to your mobile call |
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Email Button --while click on the email button it will redirect you to your email |
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sms -- while click on the sms button it will redirect you to your message |
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whats app Button-- while click on the whats app button it will redirect you to your whats app.And if the no. is not in Whats app then a pop up should show as Whats app no. not found |
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| Lead profile |
Call Button -- while click on the call button it will redirect you to your mobile call |
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Email Button --while click on the email button it will redirect you to your email |
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sms -- while click on the sms button it will redirect you to your message |
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whats app Button-- while click on the whats app button it will redirect you to your whats app.And if the no. is not in Whats app then a pop up should show as Whats app no. not found |
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Lead Stage -- Lead stage will change proper |
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Timeline -- Timeine should come after every update and after call from App the call recording should shown in timeline |
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Generate Offine Payment -- Without mandatory fields then you cannot raise the offline payment. |
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Generate Offine Payment -- Upload Receipt -- While click on Upload Receipt it will take you to your mobile galary. |
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Generate Offline Payment -- If the form is not submitted then a pop up message should show as Form not yet submitted. |
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Copy payment link -- If the form is not submitted , and if you click on copy payment link then a pop up should shown as Payment link not available |