My Call Queue — call these now
| Name | Phone | Stage | Followup |
|---|
Leads
| Name | Phone | City | State | Stage | Assigned | Followup | Feedback |
|---|
-
← Back to Leads
Update Lead
Pitched Colleges
Upload Leads (CSV)
CSV header row must include Name,Phone (Email, Source, City, State optional — any other column is captured automatically as a custom field).
Add single lead (assign to team member)
Call Login / Logout Logs
Sessions summary
| Employee | Sessions (logins) | Total minutes | Now |
|---|
Raw log
| Employee | Date | Login | Logout | Duration (min) |
|---|
Employees
| Name | Role | Manager | Active |
|---|
Add Employee
New employees must change their password on first login.
Colleges & Programs
Shared list every counsellor can search while working a lead.
Upload Colleges (CSV)
Header row: College, Stream, Course, Eligibility, Entrance Exam, Entrance Cutoff, Fees, Application Fee, Scholarship / Loan, Admission Process, Hostel, City / Location, SPOC / Contact, USP. Only "College" is required — leave any cell blank if not applicable. Add any extra column of your own and it's captured automatically as a new field.
Add Single College
Monthly Counsellor Performance
Login hours, leads worked and conversions for each counsellor across a chosen month.
| Employee | New Leads | Leads Worked | Converted | Conversion % | Login Hours | Sessions |
|---|
Lead Funnel
Source Performance
| Source | Total | Converted | Conversion % |
|---|
Counsellor Leaderboard
| Employee | Assigned | Contacted | Converted | Conversion % |
|---|
Stale Leads (New, untouched 3+ days)
| Name | Phone | Days Old |
|---|
Overdue Followups
| Name | Phone | Followup Was Due | Days Overdue |
|---|
Leads by City
| City | Leads |
|---|
Leads by State
| State | Leads |
|---|