Possibility 1 - The Lead is Archived
If you’re searching for a lead using their email or phone number in the Lead List or Pipeline, it’s possible that the lead is archived.
How to Check:
Using the Student Shortcut in the Top Menu:
Enter the lead’s information (e.g., email or phone) in the Student Shortcut field at the top menu.
If the lead appears here but not in the Lead List or Pipeline, it means the lead is archived.
You can access the lead’s profile by clicking their name in the shortcut.
Using the Filter for Archived Leads:
Go to CRM > Students > Click the Black Filter Icon.
Activate the "Only Archived Students" filter to view leads that are no longer active.
You can also filter by the Reason for Archiving.
Possibility 2 - The Lead Belongs to Another Office
Some user levels only allow access to leads within the user’s own office. If the lead is registered in another office, you won’t be able to see them.
Solution:
Contact someone from the other office or an administrator with access to view leads across multiple offices.
Possibility 3 - The Lead Belongs to Another Responsible User
Certain user levels only allow access to leads assigned to the user.
If the lead is in the same office but assigned to another user, you won’t be able to view them.
Solution:
Contact someone from your office with higher access permissions or the lead’s assigned user to request access.
Important Note:
If you try to register a new lead using the same email or phone number, the system will block the attempt to prevent duplicates. Even if you can’t access the lead, the system will recognize that the email or phone number is already associated with an existing record.
If you still have questions, please contact support or reach out via WhatsApp.