Admission to roll number

Licence: Full CRM

Lead becomes a student. Roll number and batch in the same step.

On Full CRM, converting a lead sets the fee plan, approves admission, gives a unique roll number, and assigns a batch. Visits and calls from before admission stay on the same mobile.

Admission is a pile of forms. Roll number is given later. Batch is a separate list. The visit history is already lost.

Convert the enquiry with a fee plan. Approve admission. Unique roll number. Assign the batch. That person is now an enrolled student — same mobile, same visit history.

• Fee plan is set at conversion.
• Roll number is unique. Batch is assigned here.
• From this day, attendance and fees sit on this student.

Follow-up after visit or call can go on WhatsApp from the same file.

This screen is part of the school CRM. Packs are on pricing.