Lead Dashboard User Manual: How to Manage Student Inquiries in Lexus AI CRM
The Lead Dashboard in Lexus AI CRM is designed to simplify how education consultancies and abroad study centers in Nepal manage student inquiries. Instead of juggling Excel sheets and scattered data, the dashboard brings everything into one organized place.
This manual blog walks you through each function of the Lead Dashboard so your team can use it effectively.
Viewing the Lead List
When you log in, the Lead List is your main overview. Here, you can:
- See all active and archived leads
- Review details such as:
- Name
- Phone number
- Address
- Status (Hot, Warm, Cold)
- Visa status
- Perform quick actions like edit, update, or move leads to archive
👉 Use the search and filter options to quickly find leads by name, phone, or email.
Adding a New Lead
Click on Add Lead to capture applicant information. The form allows you to enter:
- Basic details – Name, Email, Phone, Address
- Education background
- Country of application
- Gender
- Lead assignment – Assign a counselor or team member
- Lead status – Select Hot, Warm, or Cold
- Study & Career Preferences – Course, Interested Countries, Universities, Programs, Degrees, and Intake
📌 Tip: You can also upload applicant images for professional record-keeping
Managing Lead Status
Not every inquiry is at the same stage. The Lead Status feature lets you track interest levels:
- Hot – High priority, ready to move forward
- Warm – Needs nurturing with follow-ups
- Cold – Early-stage or low engagement
You can add new statuses if your consultancy uses different categories. This helps you prioritize communication and allocate counselor time more effectively.
Tracking Archived Leads
Leads that are no longer active can be stored in the Archived Leads section. This ensures:
- No data is lost
- Past inquiries remain accessible for future reference
You can re-engage old leads when new opportunities arise (such as upcoming intakes)
Lead Assignment and Team Coordination
Each lead can be assigned to a counselor or staff member. This improves accountability by making it clear who is responsible for:
- Following up
- Scheduling appointments
- Collecting documents
- Guiding students through the process
Managers can monitor workload distribution to ensure no counselor is overloaded.
Why the Lead Dashboard is Essential
Using the Lead Dashboard in Lexus AI CRM ensures your consultancy can:
- Centralize all student inquiries
- Save time with quick search and filters
- Personalize services by tracking study preferences
- Increase lead conversion with proper follow-up
- Improve counselor productivity and accountability
Ultimately
The Lead Dashboard is the heart of Lexus AI CRM. From capturing new student leads to organizing follow-ups and tracking statuses, it gives education consultancies a structured way to manage inquiries.
By using the dashboard consistently, your consultancy can stay organized, build stronger student relationships, and ultimately send more students abroad successfully.