Enquiry management is a task for anyone, be it a Tutor, Trainer or an Institute. With the right enquiry management mechanism, you will be able to utilise UrbanPro better for connecting with students. Understanding your requirement, we have introduced a new dashboard for you! This has been customised, so that you can organise your dashboard and get a better view of your enquiries that you can refer at all times.
The new dashboard lists all your enquiries categorised separately as ‘All’, ‘New’, ‘Contacted’ and ‘Starred’. So, you can quickly respond to relevant and fresh enquiries. You can star mark a New enquiry as well as Responded enquiry. We have also added a way to Archive and Filter enquiries, on the dashboard. This will help you manage your responses better by letting you know the potential students you have reached out to.
We share with you the top six features you shouldn’t miss:
1) ‘New’ & ‘Contacted’ tabs are merged into ‘All’
Now you can view all enquiries under the ‘All’ tab. The ‘All’ tab features both all ‘New’ enquiries and all ‘Contacted’ enquiries. This helps you to keep a tab on all enquiries at a glance.
2) Toggle among New/Contacted and Starred Enquiries
The all-new dashboard makes it easy for you to view all your student enquiries in one place. Unlike the previous dashboard where Enquiries and Contacted were two different tabs, the new dashboard enables you to view ‘All’, ‘New’, ‘Contacted’ and ‘Starred’ enquiries, under a single tab ‘Enquiries’.
Toggle between ‘New’ and ‘Contacted’ tabs to check students’ enquiry details, as per your requirements. You can view,
1. New – To check the enquiries you have received recently.
2. Contacted – To look into enquiries for which contact with the students have been initiated.
3. Starred – Enquiries which you have starred for review in the Starred tab.
4. All – In case, you want to view all the enquiries at one go, click the ‘All’ tab. This saves a lot of your time and efforts in sorting enquiries.
3) Save enquiries using ‘Star’ icons for future review
Mark Enquiries as important by clicking the ‘Star’ icon. Starring an Enquiry helps you to quickly re-look into an enquiry later. It makes a lot easier for you to spot a starred enquiry and look into it in future.
4) Listen to your phone call conversation recordings with your students in the ‘Contacted’ tab
Imagine, if you had a chance to revisit all your phone conversations with the students you contact! Wouldn’t it make it easier for you to know what was the exact discussion you had with your students? Exactly for this purpose, the feature has been added. This feature will enable you to listen to phone conversations that had happened between you and your students, along with checking the messages.
5) Archive any enquiry as ‘Not Interested’ or ‘Not Converted’ or ‘Report Inaccurate’
A new feature ‘Archive’ is added to the dashboard. You can move enquiries to the ‘Archived Enquiries’ tab which are no longer important for you. Enquiries which you mark as ‘Not Interested’, ‘Not Converted’ and ‘Report Inaccurate’, will be archived. When an enquiry is ‘Closed’, it will be archived automatically. The new ‘Archive’ feature helps you to access all active enquiries easily.
When an enquiry has ‘Not Converted’ for you, you can select any of the following reasons (choose the most relevant reason) and click the ‘Archive’ button. Once you click the ‘Archive’ button, the enquiry would be moved to the ‘Archived Enquiries’ tab.
6. Use ‘Filter’ to browse your feed of student enquiries
Searching for something specific? Find relevant enquiries quickly as per your choice through the Filter icon. Filter by,
1. Class Location - Tutor’s Home, Student’s Home and Online Class,
2. Category - Java, Python, etc.
3. Students Locality - Kormangala, JP 3rd Phase.
To connect with students who meet your class requirements. This enables you to have better control over your coins spend, whom you want to contact for classes and choose your mode of teaching.
Have you tried the New UrbanPro Dashboard? If yes, let us know how was your experience and feedback at firstname.lastname@example.org
P.S. You can switch from old-to-New and New-to-old Dashboard anytime from a link in the top-right corner.