| Landing Page |
Header |
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Mobile No. - This should be correct - either given by business team or take it from website |
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Email - This should be correct - either given by business team or take it from website |
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Logo |
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Tab Name |
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Title |
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Fabicon |
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Footer |
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Copy Right |
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Year |
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Meta Tags |
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G Tags |
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Google Analytics |
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| Landing Page Registration Form |
Your Name |
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Country Code |
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Mobile Number with country code validation |
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Mobile Number should not accept special character and and alphabet |
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Mobile Number - if India then only 10 digit number should accept |
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From Email Address |
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Select State |
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Select District |
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Select Program |
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Select Course |
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CheckBox |
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OTP verification -- if any |
| Email |
Registration Email - Subject line, Clinet name,Applicant name, Content, Link, username, Password, Signature, |
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Submission email - Subject line, Clinet name,Applicant name, Content, link, Signature |
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Payment success email - Subject line, Clinet name,Applicant name, Content, Signature, trans. details |
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Payment failed email - Subject line, Clinet name,Applicant name, Content, transaction details, Signature |
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Reset Password Mail -- Subject line, Clinet name,Applicant name, Content, Link, username, Password, Signature |
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Provisional Payment Mail - Subject line, Clinet name,Applicant name, Content, transaction details, Signature |
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Provisional Payment Mail --prospectus_url and admissionprocess_url |
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| Application Form Flow |
Validation |
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Summary with all filled field |
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Summary - Application number should same as receipt |
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Summary - payment details of online payment |
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Summary - payment details -- Offline -- payment date/Receipt no. |
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Summary - payment details of multiple payment type |
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Reciept - payment details -- Offline -- Receipt date/Receipt no. |
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Reciept - payment details -- Online |
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Reciept - payment details of multiple payment type |
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Reciept - payment details -- Offline -- Receipt date/Receipt no. |
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Reciept - payment details -- Online |
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Reciept - payment details of multiple payment type |
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Receipt- Application number should same as receipt |
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Document Upload |
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Header |
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Footer - logo, communication details, Terms & Conditions, copy right |
| Payment |
Program and course details as per form |
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Amount - Given by client or Business |
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Amount - Check all if course wise or program wise different |
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Discount coupon option |
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Payment gateway amount |
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Wait for some time in gateway and cancle payment - it should redirect to user dashboard . Should not throw you to landing page |
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Payment page >> Terms and Condition content -- if not available remove the same |
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Header |
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Footer - logo, communication details, Terms & Conditions, copy right |
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banner image -- Relavent college image |
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| Lead Form |
Lead form -- Last call status list should be proper as per requirement and relavent data should visible |
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Lead form -- Lead status list should be proper as per requirement and relavent data should visible |
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Lead form -- Mobile number -- should not accept special character and alphabet |
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Lead form -- Mobile number -- only 10-12 digit number should accept |
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Lead form -- Mobile number -- while editing the lead >> user will be able to save lead if the country code in other than india |
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Lead form -- Program |
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Lead form -- Course list |
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Lead form -- Source should not be editable while editing the lead |
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Lead form -- while editing the lead >> last call status and lead status should be vanished |
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Lead form -- According to last call status >> the supportive field should come like: not interested |
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| Lead profile |
Fill the form -- If the application form not submitted then this button will display |
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Generate payment link -- Copy link |
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Generate payment link -- offline payemnt |
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Generate payment link -- offline payemnt >> Payemnt mode -- should dipsplay only relavent data |
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Generate payment link -- offline payemnt >> Payemnt type-- should dipsplay only relavent data |
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Generate payment link -- offline payemnt >>upload receipt should only accept image format like: .jpg, .png, .jpeg -- other wise display proper error |
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Generate payment link -- offline payemnt >>receipt date -- should not be more than current date |
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Receipt -- It should display in lead profile if payment is done |
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Summary - It should display in lead profile if the form is submitted |
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Summary - details will be same as showing in form summary |
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Receipt- details will be same as showing in form summary |
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Assigned To -- Team - counsellor both details should display |
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Email -- Click on email >> email inbox should display |
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Mobile -- Click on mobile>> All mobile no. should display according to leadform |
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Mobile -- Click on mobile>> Add phone >> add mobile no. and check in leadform whether added or not with +91 validation |
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Mobile -- Click on mobile>> Send SMS >> sms template should come |
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Stage -- according to requirement |
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| Manage lead |
Create lead |
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Enable & Disable lead |
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Import lead - Name, Mobile,Country, status, lead source is manadatory |
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Import lead - If any error is in data then it should display after completeion of import and we can export details |
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Import lead - Assignteam and assign user should work properly while adding details in data |
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Export -- Export all data if filter is not selected |
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Export -- Export all data according to filter , if filter is using |
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Bulk SMS - should work with proper success message |
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Bulk Email - should work with proper success message |
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Bulk Update - Course update -- proper success message is coming |
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Bulk Update - followup -- proper success message is coming |
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Bulk Update -- bulk lead assignment |
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Duplicate Lead -- lead view, lead merge should work |
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Duplicate Lead -- If the mobile no. is already exist in new and touched stage and student registering with same mobile no.then the following data should update in existing lead and update in timeline Name, Email, Stage, State, District |
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Lead -- If mobile is different and email different then it is not duplicate lead |
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| Filter |
All field should work |
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| Mangae team |
Create team |
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Add team member |
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Should not able to delete team if user is exist |
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Should not able to delete user if data is available |
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| Lead priority and Assignment |
Create rule -- all field should blank |
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Create rule -- Assign To >> Only team lead executive should display in team |
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Round robin -- Can select multiple user with multiple team |
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In grid all field should display |
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Filter should work with all field |
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| Manage User |
Create user |
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Create user - Mobile no. should not accept country code |
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Create user - Filter |
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| Other |
Unique mobile no. |
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Unique email Id |
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Comment on existing lead |
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Timeline format |
| CRM |
Menu - Auto registered should display to all user role |
| CRM |
Other than Owner of lead or its manager/Team Lead should not view/edit any leads ( Except Super User , Client Admin ) |