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Deals Details Overview

The Deal Details page System provides a comprehensive view of a specific deal, allowing users to manage and track all related information effectively. Here’s a detailed overview of the features and sections available on this page

Key Sections

1.Deal Progress Tabs:
    • At the top of the page, there are several tabs that indicate the stages of the deal:
      • Ready To Apply
      • Applied
      • Missing Documents
      • Acceptance Letter Sent
      • Close to Pay
      • Paid
      • Paid / Scholarship
      • Final Acceptance Sent
      • Registration Done
      • Registration Failed
      • Done by another agent
      • Deal Lost
  2.Personal Information:
    • This tab contains the primary details of the deal:
      • Deal Name: The name of the deal
      • Student Name: The student’s name associated with the deal.
      • Mother Name, Father Name: Fields to enter the parents’ names.
      • Nationality, Country Of Residence: Dropdowns to select the nationality and country of residence.
      • Passport ID: Field to enter the passport number.
      • Spoken Language, Preferred Language: Dropdowns to select languages.
      • Phones: Phone number(s) associated with the deal.
      • WhatsApp link: Link for WhatsApp contact.
      • Emails: Email addresses related to the deal.
      • Who Contact Us, Source Method: Dropdowns to select how the contact was made and the source method.
  3.Comments and Documents: On the right side, you have the option to add comments and attach documents:
    • Comments: A section to add notes or comments related to the deal.
    • Documents: A place to upload and manage documents pertinent to the deal.
4.Additional Tabs:
    • Study Information: Store educational details and preferences.
    • Tasks: Manage and assign tasks related to the deal, ensuring all follow-ups are tracked.
    • History: View a chronological history of interactions and updates related to the deal.
    • Wazzup: Quick communication and status updates.
5.General Information:
  • Sales Person: The salesperson handling the deal.
  • Admission Person: The person responsible for admissions.
  • Created By: Name of the user who created the deal entry.
  • Created At: Date and time the deal was created.
  • Deal id: Unique identifier for the deal.
  • Contact id: Unique identifier for the contact associated with the deal.

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