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Complete enquiry history

See the Full Education Enquiry Journey in One Connected Timeline

Connect source, assignment, communication, stage movement, notes and follow-up activity so every team understands what has happened and what comes next.

Lead Management family
InputLead JourneyAction
Rule matched
Owner updated
Next step created
Configured workflow progressed

Interface illustration · actual configuration varies by institution

Journey record

Keep important activity in sequence

A connected timeline helps teams understand the applicant without reconstructing history from separate tools.

01

Origin

Preserve source, campaign and relevant attribution context.

02

Ownership

Record assignment and controlled ownership changes.

03

Activity

Connect notes, communication and follow-up events.

Continuity

Make hand-offs easier to understand

Current context should move with the applicant between teams and stages.

01

Counsellor change

Keep history available when ownership changes.

02

Application progression

Connect lead context to later journey milestones.

03

Management review

Use the timeline to understand delays and decisions.

Operational insight

Move from history to action

Use journey events and current status to identify the next useful step.

01

Current stage

See where the enquiry sits now.

02

Last meaningful action

Understand the most recent progress.

03

Next responsibility

Keep ownership and next action clear.

Connected outcome

See how one enquiry becomes a complete admissions journey

Explore timeline, attribution and ownership continuity in a guided LeadEx CRM walkthrough.

Frequently asked questions

Questions about Lead Journey

Clear answers about configuration, workflow and operating boundaries.

What activity appears in the lead journey?+

Configured source, ownership, notes, communication, stage and follow-up activity can be kept in the connected timeline.

Does journey history remain after reassignment?+

Controlled ownership changes can retain earlier applicant activity and assignment context.