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Create a Lead

Purpose​

Use this page to add a new student enquiry into Classtrix. A lead can come from a phone call, walk-in visit, website form, social media campaign, or reference.

Steps​

Step 1​

Open the Leads module and click the button to add a new lead.

Step 2​

Enter the student name, mobile number, parent contact number if available, and city or area.

Step 3​

Select the course of interest, lead source, session, and counselor responsible for follow-up.

Step 4​

Add any useful notes such as preferred timing, budget discussion, or callback request, then save the lead.

Screenshot​

Screenshot

Tips​

  • Check the mobile number before saving to avoid duplicate enquiry records.
  • Add clear notes if the student is interested in more than one course.
  • Record the source properly so your team can review which campaigns bring the best enquiries.