Dashboard
Total Leads
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Promotional Leads
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Official Leads
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Emails Sent
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of 300 today
Pipeline Breakdown
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Recent Activity
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Pipeline Mix
Meetings (6 months)
Approved / Declined
Recent School Leads
| Leads | Lead Type | Product | Status | Date Added | Actions |
|---|---|---|---|---|---|
Analytics
Promotional Leads
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Last 7 days
Emails Sent
—
Last 7 days
Meetings
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Last 7 days
Inquiries
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Last 7 days
Promotional Leads — Last 7 Days
Meeting Pipeline
How Did Schools Find Us?
Based on all inquiry submissions (optional field)
Official Leads
| School Name | Contact Person | City / Province | Meeting Date | Outcome | Actions |
|---|
Add School Lead
Import CSV
Promotional Leads
Manage your promotional email campaign leads and track email delivery status.
Archived
| School | Email Type | Subject | Status | Created | Actions |
|---|
Calendar
Upcoming This Week
| School | Contact Person | Date | Time | Mode | Status | Actions |
|---|
SUN
MON
TUE
WED
THU
FRI
SAT
Inquiries
Review and manage partnership inquiry submissions
Partnership Inquiries
List of schools requesting demos and presentations
Total Records:
0
| School | Contact Person | Preferred Date | Mode | Status | Submitted | Actions |
|---|
Company Information
Company Information
Official Leads
Business Leads
Companies in your active pipeline
Total: 0
| Company | Contact Person | Meeting Date | Outcome | Actions |
|---|
Meeting Requests
Review and manage business meeting inquiries
Business Meeting Requests
Companies requesting a consultation or partnership meeting
Total: 0
| Company | Contact Person | Preferred Date | Time | Status | Submitted | Actions |
|---|
Import Business Leads (CSV)
Upload a CSV file with business leads. Make sure the columns match the format below.
Click to choose a CSV file
or drag and drop here
or drag and drop here
Required CSV Columns:
company_name, contact_person, email,
description, notes
description, notes
Import History
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