Filtering a specific lead on the Campus 365 web platform can be important for several reasons, including:
- Saving time: If you have a large number of leads on the platform, filtering can help you quickly find the ones that are most relevant to your needs. This can save you a lot of time and effort that you would otherwise spend sifting through irrelevant leads
- Targeted marketing: When you filter a specific lead, you can tailor your marketing efforts to their specific needs and interests. This can increase the chances of converting the lead into a paying customer or a successful partnership
- Improved data analysis: By filtering specific leads, you can also gain insights into their behavior and preferences, which can help you optimize your sales and marketing strategies. This can lead to better decision-making and improved overall performance
- Better organization: Filtering specific leads can also help you keep track of your interactions with them, ensuring that you don't miss any important opportunities or forget to follow up with them in a timely manner.
To filter a specific lead, navigate to Dashboard > ERP > Admission Enquiry > Search Options.
- With the use of the various filters in the Search Options, we can filter the leads based on the time frame, source, location, locality, status, course or class, and assignee
