Help manual for lead related activities.


Activity menu of enquiry module will let you to add, modify and manage lead related activities into the system. It consist document accounts, log calls, tasks, meetings, emails and notes of leads. They are either related to the accounts or the contacts, hence it is mandatory to specify it while adding new details to each of the said activities, and whenever you update the existing records of any of the activity this option will be disabled in that case.


Enquiry module → Activities


Follow the path to manage lead related activities.



  1. Accounts Documents

    From this option you can manage the educational certificates and other relevant documents related to students.



  • To add new document of the students, you need to click on add new button and this will take you to another page.

  • Here fill all the required details and attach the documents file.

  • You can also add some description about the documents, then click to save details



  1. Log Calls

    This option enables you to maintain incoming/outgoing call records. They must be multiple calls from same caller or calls from multiple callers within a day.


  • You can sort out the calls by three parameters- assigned to whom, description and call type.

  • The status of the calls will be shown as green -held, red – not held and yellow- planned.

  • If you want to download the excel file of call logs, click to export button.


  1. Task Details

    Tasks are the activities related to the leads that have done or have to be done. It is important to plan task to resolve the leads in a better way.


  • To add new task, click to add new button and to view existing details click to view icon, you can also edit or delete the task.

  • While adding new task details, task priority and task status are important fields to fill. In a way it defines the importance of the task.

  • You can also add some description about the task before saving the task details in the system.



  1. Meeting

    In order to resolve the leads and generate returns on sales, meetings are likely to be the best option to achieve them easily.



  • You can sort out the meetings by three parameters- assigned to whom, description and location of meeting.

  • For adding new meeting schedule click to add new button then enter all the required details.

  • Similar to task, specifying the status of meeting is necessary to select from list.

  • Then add summary report of meetings then click to save button.



  1. Emails

    Likewise call logs email option enables you to feed all the sent or received email details of accounts and their contacts into the records.




  • To add new email details click to add new button then fill all essential details.

  • Select incoming checkbox if the email was received from the accounts/ contact lead type, otherwise when email is being send to them then select outgoing.

  • You can upload the attachments and from documents you can find all the documents attached to the email.

  • Now click to save email details


  1. Notes

    Handling leads is not an easy task to do. They are a kind of projects that requires a planned layout to get resolved. This option will let you add enquiry related notes details.


  • From the notes list page - you can add new notes and can find attachments.

  • Here you need to enter subject line, dates of the notes and the assigned staff.

  • Now click to save button.