CRM Admin - Student & Course Management

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Held for scoring in progress
Used so far

CRM Dashboard

Lead pipeline, revenue and delivery at a glance. Maintenance tools are below.

Summary

Operational KPIs across leads, finance, and delivery.

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Pipeline distribution

Current lead counts by CRM lifecycle stage. Lost and converted are outcomes, shown separately.

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Revenue By Course

Invoice, collection, and outstanding totals by course.

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Admin tools Essay AI scoring, duplicate detection and merge, audit log

Essay AI scoring

Preview and manually queue every unscored PTE Write Essay attempt.

Checking worker…

Duplicate Detection

Potential duplicate students based on shared email or phone.

Open Admin tools to load duplicate candidates.

Create Merge Job

Queue a supervised merge job for duplicate student records.

Primary Student ID

Duplicate Student IDs

Audit Log

Recent admin mutations across CRM records (latest 200 kept).

Open Admin tools to load the audit log.

Student Management

Active, enrolled, and prospective student database.

Main student database here.

Courses Catalog

Manage all available courses.

Course Management content here.

Class Scheduling

Drag active classes onto the calendar to seed, add, replace, or reschedule sessions.

Scheduler calendar will appear here.

BEL Calendar

Google Calendar Checking…

Custom dates

From To

Your classes

Choose a class, then a time.

No classes loaded yet.

Weekly pattern

1 Place week → 2 Activate

Classroom

Days

Start time

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Class Management

Administer classrooms, syllabi, and student submissions.

Classrooms will appear here.

Enquiry Tracking

Manage leads before they convert into enrolled students.

Leads will appear here.

Staff

Manage staff accounts, sign-in access and Projects access.

Accounts & People Access

Manage sign-in access, CRM administration access, and Projects access.

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Teachers

Accounts with teacher access.

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Notes

Teachers retain Teacher Schedule. Projects access requires a module grant and project membership.

Developer Tools

Production → Emulator Sync

Sync Progress

Emulator Status

Read Aloud Connected Speech

Voice Cloning Studio

Local Voice Worker & Cloud Queue

1. Calibrate & Save Voice Profile

Saved Voice Profiles (0)

2. Text-to-Speech Generation & MP3 Download

Entrance Test UI

AI Credits

Admin changes

CRM Dashboard

Summary

Pipeline distribution

Revenue By Course

Essay AI scoring

Duplicate Detection

Create Merge Job

Audit Log

Student Management

Courses Catalog

Class Scheduling

Teacher Schedule

Class Management

Enquiry Tracking

Staff

Accounts & People Access

Teachers

Notes

Inbox

Projects

Choose a project to get started

Project board

Agent Management

Agent Source

Course Commission Rates

Monthly Export

Agent Sources

Sources

Select a book