Prospects

Prospects are the students who have shared their information but have no assigned application. They are assigned to one of the users for further engagement and follow-up. You can manage their details, documents, and interested services.

• Action: Organize their profile and provide necessary information.
• Goal: Move them to Clients.

Clients

Clients have started an application and are actively using your services.

• Action: Track progress and offer support.
• Goal: Ensure a smooth application process.When an application is started for the prospect, the prospect is converted into a client and denoted as “In progress” in OZIAgent.

Application

An Application is the specific service a client decides to pursue, such as university admission or visa processing.Each application is linked to Workflows (Service process), Partners (institutions), and Products (services). Clients can have multiple applications for different services, ensuring seamless management under one profile.

Note: The email address of the contact is mandatory to start an application for the contacts.

To convert Prospects to Clients, follow the following steps:

Step 1: Select Contact from the dashboard