Help & CRM Rules
Quick guidance for staff using the CRM.
Launch Rule
If it is not in Kampus 360 Lite, it did not happen.
- Add every lead.
- Select the correct lead source.
- Assign every lead.
- Set next follow-up.
- Use WhatsApp button for fast contact.
- Submit daily report before closing.
Lead Sources
Use Website, WhatsApp, Facebook, Instagram, Phone Call, Walk-in, Referral, Seminar, College Visit, IELTS Centre, CSV Import or Other. This lets management see what is actually working.
CSV Import
Use Import / Export for Meta lead downloads, event sheets and old spreadsheets. The system skips duplicates by phone/email when selected.
Simple Workflow
New Lead → Contacted → Assigned → Counselling Booked → Counselled → Documents Requested → Application Potential.
Support & Branding
Front-end header, footer, logo, address and developer credit can be managed from Kampus 360 Lite → Settings.