9:41
●●●●WiFi🔋
 
12
Active Leads
0
Urgent
2
Meetings
7
Unread
Pipelines busiest first
Urgent Actions
Priya Sharma — Financial Evidence Overdue
⏰ Deadline passed · Docs Collection
James Nguyen — Ref Letters Resubmission
📄 Rejected · Application Review
Raj Patel — IELTS Score Pending
📋 Awaiting result · UoT Application
See all leads
Today's Meetings
JUL
15
Priya Sharma — Initial Consult
2:00 PM · Zoom Video Call
🎥 Zoom
JUL
15
Aisha Khan — Document Review
4:30 PM · Phone Call
📞 Phone
Recent Activity
Priya Sharma’s passport approved
10 min ago · You approved it
Raj Patel replied on WhatsApp
42 min ago · “Will send today”
Aisha Khan uploaded transcripts
1 hour ago · 3 files
Mohammed Al-Rashid — visa lodged
Yesterday · Stage moved to Visa Lodged
🌿
LeadLanes
Alex Kim · Counsellor
LeadLanes v101 · prototype
◈
All pipelines
 
✓
🇵🇭
Manila BIT - intake 2027
 
✓
🍳
Onshore Hospitality - 2027
 
✓
🌐
Website Enquiry
 
✓
✓All Leads
✓⚠ Urgent
✓🔥 Hot
✓📄 Docs Due
✓✨ New
New Lead / Enquiry 2
MS
Maria Santos ✨ New
🇵🇭 · Bachelor of Information Technology
No docs yet · Today
28 pts
JR
Joshua Reyes ✨ New
🇵🇭 · Bachelor of Information Technology
No docs yet · 2h ago
32 pts
Consultations & Assessment 2
AC
Ana dela Cruz ✨ New
🇵🇭 · Bachelor of Nursing
1 of 9 docs · 1d ago
45 pts
MG
Miguel Garcia 🌡 Warm
🇵🇭 · Bachelor of Engineering
1 of 9 docs · 3h ago
51 pts
Application & Documents 3
PS
Priya Sharma 🔥 Hot
🇮🇳 · Bachelor of Information Technology
4 of 9 docs · 2h ago
76 pts
AK
Aisha Khan 🌡 Warm
🇵🇰 · Bachelor of Information Technology
5 of 9 docs · 1h ago
58 pts
LW
Lucas Wang 🌡 Warm
🇨🇳 · Bachelor of Information Technology
4 of 9 docs · 5h ago
55 pts
Offer Review 2
JN
James Nguyen 🔥 Hot
🇻🇳 · Bachelor of Information Technology
7 of 9 docs · 3h ago
82 pts
IT
Isabella Torres 🌡 Warm
🇵🇭 · Bachelor of Business Management
8 of 9 docs · Yesterday
67 pts
Payment & CoE 2
RP
Raj Patel 🌡 Warm
🇮🇳 · Bachelor of Information Technology
6 of 9 docs · 42m ago
61 pts
HK
Hannah Kim 🌡 Warm
🇰🇷 · Master of Business Administration
8 of 9 docs · 2d ago
72 pts
Visa Application 2
MA
Mohammed Al-Rashid ✨ New
🇸🇦 · Bachelor of Information Technology
9 of 9 docs · Yesterday
47 pts
CM
Carlos Mendez 🌡 Warm
🇲🇽 · Bachelor of Information Technology
9 of 9 docs · 3d ago
64 pts
Enrolment 2
ML
Mei Lin ❄ Cool
🇨🇳 · Bachelor of Finance
9 of 9 docs · Yesterday
85 pts
DP
David Park ❄ Cool
🇰🇷 · Bachelor of Information Technology
9 of 9 docs · 2d ago
88 pts
Student Enrolled 1
SC
Sarah Chen ❄ Cool
🇨🇳 · Bachelor of Information Technology
9 of 9 docs · 1w ago
91 pts
Future Intake 2
SL
Sophie Laurent ✨ New
🇫🇷 · Bachelor of Hospitality Management
2 of 9 docs · 1w ago
39 pts
AH
Ahmed Hassan ✨ New
🇪🇬 · Bachelor of Marketing
3 of 9 docs · 2w ago
35 pts
Visa Refused 1
NV
Nguyen Van Duc 🌡 Warm
🇻🇳 · Bachelor of Engineering
9 of 9 docs · 3d ago
22 pts
Lost / Unqualified 1
EP
Elena Popescu ❄ Cool
🇷🇴 · Bachelor of Arts
2 of 9 docs · 1mo ago
15 pts
Enquiry 1
JB
Jomar Bautista ✨ New
🇵🇭 · Cert IV Commercial Cookery
No docs yet · Yesterday
26 pts
Eligibility Check 1
TN
Thuy Nguyen
🇻🇳 · Diploma of Hospitality Management
1 of 6 docs · 5d ago
44 pts
Course Selection 1
GS
Gurpreet Singh
🇮🇳 · Cert III Hospitality
3 of 6 docs · 9d ago
58 pts
Documents 1
LY
Liu Yang
🇨🇳 · Diploma of Hospitality Management
4 of 6 docs · 2d ago
66 pts
Payment / CoE 1
MC
Marites Cruz
🇵🇭 · Cert IV Commercial Cookery
6 of 6 docs · 11d ago
81 pts
New 2
TA
Tanvir Ahmed ✨ New
🇵🇰 · Undecided — business or IT
No docs yet · Today
12 pts
FN
Fatima Noor ✨ New
🇵🇰 · Not stated
No docs yet · Today
9 pts
Qualifying 1
KM
Kwame Mensah
🇪🇬 · Master of Engineering
No docs yet · 5d ago
31 pts
Quoted 1
NI
Natasha Ivanova
🇷🇴 · Bachelor of Nursing
No docs yet · 6d ago
47 pts
Converted 1
DO
Daniel Okafor
🇪🇬 · Bachelor of Nursing
No docs yet · 2d ago
72 pts
Everything here has been opened
Events are made on the desktop. They are built alongside the page students see and the form they register on, which is a wider screen's job. Everything after that is here: the dates, who is coming, and the door on the day.
Events
PS
Priya Sharma
🇮🇳 · Manila BIT · App.Docs  76 pts
Overview
Documents
Comms
Tasks
Notes
Full Name Priya Sharma
Email[email protected]
Phone+61 412 345 678
WhatsApp+91 98765 43210
Country🇮🇳 India
PipelineManila BIT - intake 2027
StageApplication & Docs
Lead OwnerAlex Kim
SourceReferral
Created1 Jun 2026
AI Intent Score
76
76/100
High Intent
Strong signals across engagement, interest & communication
Engagement
88%
Course Interest
82%
Response Rate
75%
Doc Completion
62%
Payment Signals
55%
✓ 3 course pages viewed ✓ Enquiry submitted ⚠ 2 docs outstanding ● Last seen 2h ago
📅 Appointments & Meetings
Jul
18
Initial Consultation Call
Fri, 18 Jul 2026 · 2:00 – 2:30 PM AEST
🎥 Zoom Confirmed
Aug
05
IELTS Results Review
Tue, 5 Aug 2026 · 10:00 AM AEST
📞 Phone Call Tentative
⚡ Next Suggested Actions View All →
🔴
Chase Financial Evidence Overdue
Due: 12 Jul — Financial proof required for conditional offer. WhatsApp Priya directly.
📄
Follow up Reference Letter resubmission Due Today
Resubmission requested 14 Jun. No new upload detected yet.
📅
Prepare consultation agenda for 18 Jul 3 days
Call booked 2:00 PM — discuss offer conditions and visa timeline.
🎓
Send offer condition checklist to student Waiting
Once financial doc received, confirm all 4 conditions met then send summary.
Automations running
Agent Notes Team only
Previous Notes (2)
AK
Alex Kim · 12 Jul 2026, 3:14 PM
Priya confirmed she is 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.
… more
AK
Alex Kim · 12 Jul 2026, 3:14 PM
Priya confirmed she is 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.
AK
Alex Kim · 8 Jul 2026, 11:02 AM
Reference letters came back blurry — resubmission requested. She was apologetic and said she would rescan everything by next week.
3 approved · 2 action needed · 1 missing
Doc Completeness 43%
⚡ Action Required 3
💰
Financial Evidence
Uploaded 2h ago · 2.1 MB PDF · Student upload
NEEDS REVIEW
📄
Reference Letters (×2)
Rejected 3 days ago · No resubmission yet
REJECTED
📊
IELTS Score Report
Test taken 5 Jul · Results due ~14 Jul 2026
AWAITING
The test centre sends this one
📂 All Documents  7
Select all for sending
📝
Application Form ✓ Approved
🛂
Passport Copy ✓ Approved
🎓
Academic Transcripts ✓ Approved
💰
Financial Evidence Needs Review
📄
Reference Letters (×2) Rejected
📊
IELTS Score Report Awaiting
📃
Statement of Purpose Not Started
🎓 Conditional Offer Readiness 3 of 4 met  75%
All 4 mandatory docs must be approved
✓
Application Form
✓
Passport Copy
✓
Transcripts
✗
IELTS Score
AK
Alex Kim · Today 9:30 AM
Called Priya — very motivated, just dealing with bank paperwork. Expects to upload financial evidence by Wednesday. Meeting confirmed for 2pm today.
AK
Alex Kim · Yesterday 4:15 PM
Reference letters rejected by RMIT — letters didn't meet format requirements. Need to chase referees for updated versions on official letterhead.
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💰
Financial Evidence
Uploaded 2h ago · 2.1 MB PDF
FINANCIAL_EVIDENCE_PRIYA.PDF
HSBC BANK
OFFICIAL BANK STATEMENT
Account HolderPRIYA SHARMA
Account No.4523-XXXX-XX34
Statement PeriodMar – May 2026
Opening Balance$43,500.00
Closing Balance$45,200.00
CurrencyUSD
✦ HSBC OFFICIAL STAMP & SIGNATURE ✦
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