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Understanding contacts

In Agentcis, contacts are categorized as Enquiry, Prospects, and Clients.

Agentcis helps education and migration institute manage contacts efficiently by categorizing them into Leads, Prospects, and Clients.

1. Leads

Leads are potential students who have expressed interest in your services by submitting Lead Forms through various channels, such as your website, Facebook campaigns, or QR code scans. These individuals may require assistance immediately or consider engaging with your services in the future.

  • Action: Collect their details and follow up.

  • Goal: Convert them into Prospects.

2. Prospects

Prospects are the students who have shared their information but have no assigned application. They are assigned to one of the users for further engagement and follow-up. You can manage their details, documents, and interested services.

  • Action: Organize their profile and provide necessary information.

  • Goal: Move them to Clients.

3. Clients

Clients have started an application and are actively using your services.

  • Action: Track progress and offer support.

  • Goal: Ensure a smooth application process.

Why Categorization Matters?

✔ Streamlines lead management
✔ Enhances communication
✔ Boosts conversion rates
✔ Improves efficiency

With Agentcis CRM, you can effectively guide students from initial inquiry to successful application.

Learn to Add Leads:

Leads can be added to the system through lead form, Bulk import and Facebook leads Ads Integration. Learn to add the leads from the below links:

1. Lead Form:

https://support.agentcis.com/en/articles/204-how-to-create-a-lead-form-with-custom-fields


2. Bulk Import:

https://support.agentcis.com/en/articles/358-contact-import-lead-and-prospect


3. Facebook Leads Ads Integration:

https://support.agentcis.com/en/articles/346-facebook-leads-ads-integration


Learn to Manage Leads and Convert them to prospects from the link: https://support.agentcis.com/en/articles/33-managing-enquiries-and-converting-them-to-prospect

Learn to Convert Prospects to Clients from the link:
https://support.agentcis.com/en/articles/34-converting-prospect-to-client


Learn how to add Prospects and Clients from the link:
https://support.agentcis.com/en/articles/35-adding-new-contact

Learn to find or search contacts from the link below: https://support.agentcis.com/en/articles/36-finding-or-searching-contacts



Learn to edit contacts from the link below:
https://support.agentcis.com/en/articles/37-editing-contact-details



Learn to change the assignee of the contact from the link below:
https://support.agentcis.com/en/articles/37-editing-contact-details



Learn to archive the contacts from the link below:
https://support.agentcis.com/en/articles/39-archiving-contacts



Learn to Rate contacts for the effective follow up from the link below:
https://support.agentcis.com/en/articles/40-ratings-contacts-hot-warm-cold-lost


Learn to archive and delete Leads from the link below:
https://support.agentcis.com/en/articles/332-bulk-archive-enquiries


Learn to archive and delete prospects, from the link below:
https://support.agentcis.com/en/articles/333-bulk-archive-prospects



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