Step 1: Login to MCB with Login Credentials.Step 2: Select Admissions on the dashboard and you will be directed to the Admissions page. (Organization Level)
Step 2: Select Admissions on the dashboard and you will be directed to the Admissions page. (Organization Level)
Step 3: Select “ Leads” in the top bar and choose “Manage Leads”.
Step 4: Click on ADD.
Step 5: Select the Academic Year & Enter the mobile number then click on Continue & click on Continue to create New.
Step 6: Keep entering all the details as displayed & click on Save Lead. Lead is created successfully
For Uploading Leads:
Step 7: Click on manage leads & Click on Upload Leads.
Step 8: Click on File Format then open the file & enter all the details & save the file with the extension .csv. Follow the instructions correctly while entering the data into the file.
Step 9: Select the Academic Year, contact Source & branch then upload the saved file & click on Validate File & then click on upload.
To check Whether the Lead is created or not
Step 10: Click on manage leads & Select the all the details such as Academic year, Contact of sources, lead type as “Lead Created”, branch & date then click on GET.
Step 11: Created Leads Data is displayed.
