Best Intake
Telecalling & Student Lead Profiling System

Use the credentials issued by your business administrator.

Best Intake
Dashboard
Leads by Status
Leads by Team Member
Leads Workspace
Lead Intake
New leads from connected channels appear here automatically, together with manual entries and imported files.
All visible leads
Use filters to narrow the working list.
0 selected
Lead Queue
Review, update, reassign, and follow up from one place.
# Student Contact Source / Affiliate Degree Assigned To Lead Type / Stage Received Actions
Reports Performance reporting for teams and pipeline movement
Performance Overview
Track who is moving leads forward, how much activity is happening in the pipeline, and where follow-up energy is concentrated.
Performance Board
Click any card to open matching leads.
Import Leads Upload Excel or CSV file
📂
Click or drag & drop
Supports .xlsx, .xls, .csv
Column Template

Headers your Excel should have (row 1):

ColumnRequiredExample
student_nameRequiredRam Sharma
phoneRequired9801234567
emailOptionalram@gmail.com
sourceOptionalFacebook
affiliate_nameOptionalPokhara Agent
last_degreeOptional+2 / Bachelor
date_receivedOptional2024-01-15
statusOptionalInterested / Walk-in
pipeline_stageOptionalLead / Meeting / Applicant
telecaller_usernameOptionalram_tc
counsellor_usernameOptionalsita_csl
assigned_toOptionalStage owner username
business_nameOptionalAECC Nepal
Meeting DateOptional2024-01-16
Applicant DateOptional2024-01-20
Payment DateOptional2024-01-28
Finalization DateOptional2024-02-04
User Management Manage team accounts
Pending Invites
Add Lead
Lead Details
Application Records
Update Lead Journey
Reassign Lead
Add User
Invite User
Create Organization
Provision Organization
Change Password
Performance Details