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ProfilePersonal DetailsStudy interest and backgroundStudy OptionNotesEnquiriesApplicationMessagesDocumentsEmailsQuotesLead QualificationPromotion Create new student,Import student from excelActionMigrate to Study InterestSet Student SourceExport To ZohoImport From ZohoImport Notes From ZohoImport Task From ZohoSet CategorySet Student ReferralAssignActiveInactiveSend EmailBroadcast WhatsApp MassageSelected StudentDelete StudentFilter functionsSort FunctionView Student detailsView NotesView PromotionsView Student ReferralExportPagination
Click on “Download Excel Template” to download template as shown in screenshot below: 
After downloading the template and adding student save template 
Click on import from excelUpload the download templateClick on import button to add student through excel Added student should displayed in grid as ‘Excel “on Student Source column. 
Clicking on “Migrate to study Interest”, user can migrate student to study interest
User First select the student as shown in screenshot and click on “Set Student Source “button. 
Clicking on “Set Student Source” Button, pop up will displayed as shown in screenshot below 
Select any Student Source from dropdown and click on “set” button 
User First select the student as shown in screenshot and click on “Export To Zoho“button. 
Clicking on “Export To Zoho” Button, pop up will displayed as shown in screenshot below 
Clicking on “Export To Zoho” Button, pop up will displayed as shown in screenshot below. Clicking on “Confirm” button user can export selected student into zoho. 
User First select the student as shown in screenshot and click on “Import From Zoho“button. 
Clicking on “Import from Zoho” Button, pop up will displayed as shown in screenshot belowClicking on “Confirm” button user can import selected student into zoho.
User First select the student as shown in screenshot and click on “Import Notes From Zoho“button. 
Clicking on “Import Notes From Zoho” Button, pop up will displayed as shown in screenshot belowClicking on “Confirm” button user can import Notes of selected student into zoho. 
User First select the student as shown in screenshot and click on “Import Tasks From Zoho“button. 
Clicking on “Import Tasks From Zoho” Button, pop up will displayed as shown in screenshot belowClicking on “Confirm” button user can import Tasks of selected student into zoho. 
User First select the student as shown in screenshot and click on “Set Category “button. 
Clicking on “Set Student Source” Button, pop up will displayed as shown in screenshot belowSelect any category from dropdown and click on “set” button 
User First select the student as shown in screenshot and click on “Set Student Referral “button. 
Clicking on “Set Student Source” Button, pop up will displayed as shown in screenshot below 
User First select the student as shown in screenshot and click on “Assign “button. 
Clicking on “Assign” Button, pop up will displayed as shown in screenshot below 
Clicking on dropdown user can choose type “Educonnect Team” and “Strategic Partner” 
Clicking on “Assigned to “Dropdown, users can select/choose the assigned users 
Clicking on “Assign” button users can assign to student. 
User First select the student as shown in screenshot and click on “Active “button. 
Clicking on “Active” Button, pop up will displayed as shown in screenshot below 
Clicking on “Active” button user can active student. 
User First select the student as shown in screenshot and click on “Inactive “button. 
Clicking on “Inactive” Button, pop up will displayed as shown in screenshot below 
Clicking on “Inactive” button user can active student. 
User First select the student as shown in screenshot and click on “Send Email “button. 
Clicking on “Send Email” Button, pop up will displayed as shown in screenshot belowUsers can Fill the field and Send email to student. 
Clicking on preview button Users can preview the body. 
Clicking on preview button Users can preview the body as shown in screenshot below. 
User First select the student as shown in screenshot and click on “Broadcast WhatsApp Message “button. 
Clicking on “Broadcast WhatsApp Message” Button, pop up will displayed as shown in screenshot below 
Flags: Countries flag that shown below the student name is the Preferred Locations of that particular student. Top 3 Locations only will be displayed in student grid.Notes: The icon shown in screenshot is of Notes. User can click on note icon to view notes.Verified: Student Email which is verified or not verified.Phone Number: Student whose phone number is verified or not verified.
There is one search keyboard filter and one is advance filter Users can filter “Student” by using various filter category as shown in screenshot below. 
5.1.0.0 Student
for educonnect
This menu allows users to view student registered or sign up through “Direct, Signup with google, Lead form, Promotion or Campaign”. Users also can view student details based on sign up category. For example, if student is signup from Promotions, then Promotion tab is displayed under student menu. Going through the student details, user can view student details categories as mentioned below:
Clicking on “Student “menu, user redirect to Student list page from where users can perform following actions:
Users can download system required template by clicking on Excel> Download Excel Template.
Users can Add Downloaded template by clicking on Excel> Import from Excel.
Clicking on Action button user can view the menu as shown on screenshot
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