Overview
Communications 12
Documents 5/7
Tasks 3
P
Priya Sharma
Lead source
Facebook Lead Ad
RMIT Campaign · Jun 2024
Pipeline
RMIT Undergraduate Admission
Australia · Bachelor of Business
Email
Phone
+61 412 345 678
WhatsApp
+91 98765 43210
● Active
Country of Origin
🇮🇳 India
Pipeline Stage
📋 Docs Collection
Lead Owner
A
Alex Chen
Next Suggested Actions
View All Tasks →
Chase Financial Evidence submission Overdue
Follow up on Reference Letter resubmission Due Today
Prepare consultation agenda for 18 Jul 3 days
Send RMIT offer condition checklist to student Waiting
Appointments & Meetings
+ Book Meeting
Jul
18
Initial Consultation Call
🎥 Zoom Meeting
Confirmed
Aug
05
IELTS Results Review
📞 Phone Call
Tentative
Agent Notes
Visible to your team only
Previous Notes
A
Priya confirmed she's waiting for her parents to provide the bank statement. Should have it by end of week. Very motivated student — mentioned she got early acceptance email from RMIT directly.
A
Reference letters came back blurry — resubmission requested. She was apologetic and said she'd rescan everything by next week.
AI Intent Score
Updated just now
76
High Intent
76 / 100
Strong signals across engagement, interest and communication
Activity & Timeline
All →
📄
Resubmission requested — Reference Letters
Today · Alex Chen
💬
WhatsApp sent — doc chase follow-up
Today · 9:41 AM
✓
Passport approved
13 Jul · Alex Chen
✓
Application Form approved
12 Jul · Alex Chen
📩
Upload link sent via WhatsApp
10 Jul · Alex Chen
🌱
Lead created — Facebook enquiry
2 Jun 2024
Document Health
Open →
RMIT Application 5/8 approved
Institution Docs
5/8
Visa Docs
Unlocks at Offer Accepted
Reference Letters rejected — resubmission sent 14 Jun
Conditional Offer Readiness
3 of 4 conditions met
75%
Application Form
Approved
Passport Copy
Approved
Academic Transcripts
Approved
IELTS / English Test
Pending
⚠ IELTS result upload pending — offer cannot be issued until confirmed.
Unified Communications
WhatsApp · Email · SMS — all in one thread
12 messages · Last contact: 2 hours ago
🇦🇺
RMIT University
0/8 docs
🇨🇦
University of Toronto
0/7 docs
Add Application
RMIT UniversityApplication documents · Bachelor of Business, Feb 2025
Institution Application Form ● MANDATORY🔒 Agent Managed
RMIT_Application_Form_Priya_2024.pdf · 1.8 MB · Submitted 15 Jun · Awaiting agent review
Official RMIT University application form completed by the student and submitted for agent review. Review all sections for accuracy, confirm the student signature, then approve to include in the submission package.
Submitted by student · 15 Jun · Pending agent review
RMIT_Application_Form_Priya_2024.pdf· 1.8 MB
⏳ Awaiting Review
Agent Review Notes
Form TemplateRMIT_UnderGrad_2024.pdf
IntakeFebruary 2025
CourseBP162 — Bachelor of Business
Submitted15 Jun 2024 · 9:30 AM
0%
Uploading…
Activity
Submitted by student · RMIT_Application_Form_Priya_2024.pdf · 15 Jun 9:30 AM
Awaiting agent review · Under review by Anisha
Passport Copy ● MANDATORY
Bio-data page + all visa pages · passport_priya.pdf · 2.1 MB · Submitted 10 Jun · Awaiting review
Scanned copy of all pages of the student's current valid passport. Must include the bio-data page showing photograph and personal details, as well as any previous visa stamps.
Expiry Date15 Mar 2029
Uploaded10 Jun 2024
Counsellor Notes
0%
Uploading…
Activity
Upload requested via student link · 8 Jun 2:30 PM
Uploaded by student · passport_priya.pdf · 10 Jun 11:20 AM · Pending review
Academic Transcripts ● MANDATORY
All years of Bachelor degree · Certified English translation included
🎓 Required for Conditional Offer · ✗ Pending approval
Official academic transcripts from all years of study, certified by the institution. If in a language other than English, a certified translation is required alongside the originals.
Document TypeCertified Transcript + Translation
Uploaded11 Jun 2024
Review Notes
0%
Uploading…
Activity
Uploaded by student · 3 files · 11 Jun 10:15 AM · Pending review
English Test Results (IELTS) ● MANDATORY
ielts_result_priya_2024.pdf · IELTS TRF No. AU-2024-88421 · Submitted 14 Jun · Awaiting review
🎓 Required for Conditional Offer · ✗ Pending approval
Valid English language proficiency test result (IELTS Academic). RMIT Bachelor of Business requires minimum Overall 6.5 with no band below 6.0.
Overall Score6.5 (L:7.0 R:6.5 W:6.0 S:6.5)
Test Date10 Jun 2024
TRF RefAU-2024-88421
Uploaded14 Jun 2024
Review Notes
0%
Uploading…
Activity
Upload requested via student link · 12 Jun 3:00 PM
Uploaded by student · ielts_result_priya_2024.pdf · 14 Jun 9:45 AM · Pending review
Statement of Purpose ● MANDATORY
Not yet received · Upload link sent 12 Jun · Awaiting student submission
Not Received
A personal statement explaining the student's academic background, reasons for choosing the course and institution, and future career intentions. RMIT requires 500–800 words.
0%
Uploading…
Activity
Upload link sent via WhatsApp + Email · 12 Jun 11:00 AM
No file received · Awaiting student submission
Resume / CV
Not yet received · Upload link not yet sent
Not Received
Updated resume or CV highlighting educational background, work experience, extracurricular activities, and achievements. Should be current (updated within past 6 months).
0%
Uploading…
Activity
Awaiting upload link to be sent · No activity yet
Reference Letters (2 required) ● MANDATORY
2 reference letters submitted · ref_letter_prof_mehta.pdf + ref_letter_dr_suresh.pdf · 16 Jun · Awaiting review
Two academic or professional reference letters, each on official letterhead, signed by the referee, specifically addressed to RMIT University Admissions.
Referees Required2 (Academic or Professional)
Submitted16 Jun 2024
Review Notes
0%
Uploading…
Activity
Upload link sent via WhatsApp + Email · 14 Jun 10:00 AM
2 letters uploaded by student · ref_letter_prof_mehta.pdf + ref_letter_dr_suresh.pdf · 16 Jun 2:00 PM · Pending review
Financial Evidence ● MANDATORY
bank_statement_priya_may2024.pdf + sponsor_letter.pdf · 2.4 MB · Uploaded 16 Jun · Awaiting review
Evidence of financial capacity to fund tuition fees and living expenses for the duration of the course. RMIT Bachelor of Business: approx. AUD 65,000/year.
Uploaded16 Jun 2024
Submitted viaStudent Upload Link
Review Notes
0%
Uploading…
Activity
Upload request sent · via WhatsApp + Email · 14 Jun 2:00 PM
2 files uploaded by student · bank_statement_priya_may2024.pdf + sponsor_declaration_father.pdf · 16 Jun 10:30 AM
✈️ Student Visa Application Documents (Subclass 500)
Locked
Visa checklist activates automatically when offer is accepted
Once Priya receives a letter of offer and the pipeline moves to Offer Accepted, the Subclass 500 visa document checklist will unlock.
Docs Collection
Docs Complete
Applied
🔓 Offer Accepted → Visa Checklist Unlocks
General Files
Agent working notes, internal documents, and supporting material
RMIT_Info_Session.pdf
consultation_notes.docx
fee_structure_2025.xlsx
Add file
| File Name | Type | Status | Uploaded By | Date | Size |
|---|---|---|---|---|---|
passport_priya.pdf | Passport Copy | Approved | Student | 10 Jun 2024 | 2.1 MB |
transcripts_all_years.pdf | Academic Transcripts | Approved | Student | 11 Jun 2024 | 5.3 MB |
ielts_result_priya.pdf | IELTS Result | Expiring Sep | Student | 9 Jun 2024 | 412 KB |
sop_priya_v2.pdf | Statement of Purpose | Student | 13 Jun 2024 | 245 KB | |
ref_letters_v1.pdf | Reference Letters | Rejected | Student | 11 Jun 2024 | 1.8 MB |
RMIT_Info_Session.pdf | General — Info | General File | Agent | 8 Jun 2024 | 3.4 MB |
Next Best Action
Follow up on Reference Letters — 4 days overdue
Student browsed upload link 3× but hasn't uploaded yet
Document Health
⚠ 2 blockers
0/8
Ready
0 of 8 docs approved
Feb 2025 intake · 68 days left
Approved0
Pending0
Rejected0
Not Started0
Expiring0
Total Docs8
Conditional Offer Readiness
0 of 4
Application Form
RMIT official form
⏳
Passport Copy
Bio-data + all pages
⏳
Academic Transcripts
All years, certified
⏳
IELTS / English Test
Min. band 6.5 required
⏳
4 docs pending — approve all to unlock
Student Engagement
Upload link sent
Opened 3 times
Link activity — last 5 days
⚠ Browsed 3× — no upload yet
2 docs uploaded via link
Activity & Timeline
SOP uploaded by student
Jun 13 · 5 days ago
Reference Letters rejected by Anisha
Jun 14 · 4 days ago
Upload link opened by student
Jun 17 · 2 days ago
Ref Letters rejected 4 days ago — no resubmission. Student browsed link 3× without uploading.
68 days
to Feb 2025 intake deadline
Tasks for Priya Sharma
—