My Call Queue — call these now
| Name | Phone | Stage | Followup |
|---|
Leads
| Name | Phone | City | State | Stage | Assigned | Followup | Feedback |
|---|
Update Lead
Admission
Which college this lead finally joins, among the ones they applied to.
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 |
|---|
Admissions Dashboard
Form Filled / Admission / Refund / Final across every counsellor, college and state.
Final Admissions by Mode
| Mode | Count |
|---|
Final Admissions by Level
| Level | Count |
|---|
Counsellor × Month — Admissions
Counsellor Wise
| Employee | Candidates | Form Filled | Admission | Refund | Final |
|---|
College Wise
| College | Form Filled | Admission | Refund | Final |
|---|
State Wise
| State | Form Filled | Admission | Refund | Final |
|---|
Overall — Month Wise
| Month | Forms | Admission |
|---|