Dashboard

The CRM Dashboard is your main workspace after logging in. It gives you a complete view of your leads, follow-ups, and study plan activity, plus quick access to create new study plans.

1. Create Study Plan

Four quick buttons to start a new study plan:

MBA - Master of Business Administration
MIM - Master in Management
MEdu - Master of Education
RPEL - Prior Experiential Learning

Click any card to start the multi-step study plan form.

2. Overview Stats

Four stat cards at the top (you can collapse or expand them):

My Leads - Total leads assigned to you, with active and registered counts
Overdue Follow-Ups - Leads you need to contact urgently
No Activity Today - Leads that have not been contacted today, including new leads
Registered - Prospects who have successfully registered

Each card is clickable and takes you to the relevant page.

3. Leads Needing Attention

Three columns showing:

Overdue Follow-Ups - Leads whose follow-up date has passed
New Leads - Leads that just came in, with a View All link to see the full list
No Activity Today - Leads that have not been contacted today

4. Pipeline & Communication

See a breakdown of your leads by pipeline stage and a summary of communication activity (WhatsApp, calls, emails). You will also see advisor rankings and communication rankings.