Step 1: Confirm admission readiness

Make sure the lead is ready before conversion.

• Confirm course and batch preference
• Validate contact details
• Capture admission date

Step 2: Convert lead and assign academics

Assign course and batch during conversion whenever possible.

• Set lead status to admitted
• Assign course
• Assign active batch and optional fee plan

Step 3: Continue in student lifecycle

After conversion, manage changes in student workflows.

• Track fees and dues
• Update student profile details
• Use student records as source of truth

Tips and Best Practices

• Use one admission checklist before converting to avoid cleanup work later.