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:

1. • 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.