Add New Inquiry with EduBorg-

Here,  Learn how to add new inquiry in the EduBorg.  It is well explained in our other article in the scope of "Inquiry & Followups" & Capturing of inquiries for institutions.

In this Article, Follow following steps to add inquiry manually in the EduBorg.

Login to Eduborg -------- >  Go to "Inquiry & Followup --------- > Click on "Inquiry Management"  -------- >  Click on "Add New Inquiry" --------- > Fill the Inquiry details------- > Submit the Form  ---------- > Inquiry added successfully.

Greeting Alert:  There are two options (Yes / No). If yes, A greeting SMS & Email shall be sent to inquiry's mobile no & Email id. If No, Greeting SMS & Email shall not be sent.

Make Sure, Contact no & Reporting Date can not be edited or altered once Inquiry form is submitted so be careful & keep correct details.

Next Call on Date:  This refers to Next follow up date based on conversation with prospect. This is to be updated  & keep next scheduled after each conversation with prospect.

Inquiry Source:  This refers to the source where prospect has come to know about Institutions or course. Example - Newspaper Ads, TV Ads, Online search etc.

Inquiry Status:   Status belonging to life cycle of Inquiry from reporting to conversion.



 

List / View Inquiries -

Added Inquiry or captured inquiries are listed in this section to view / monitor / supervise / follow up / track / update till conversion or reaching final stage or inquiry life cycle.

Follow following path to go to "List / View Inquiries"-

Login to Eduborg -------- >  Go to "Inquiry & Followup --------- > Click on "Inquiry Management"  -------- >  Click on "List / View all Inquiries" --------- > Manage / view inquiries.



 

Tracking ID:  Click on tracking id to against an  inquiry to update tracking log about the lead. Tracking logs must be updated after every conversation of inquiry.

Edit Inquiry:  Go to Edit to update inquiry info or inquiry status once new info received or collected.

Admin

June 28, 2021

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