Dashboard
Live CRM overview
+ New Lead
Refresh
Total Leads 0 All permitted branches
Active Applications 0 Open country cases only
Visa Granted 0 Success cases
Active Pipeline 0 Open applications
Today Visitors 0 Branch visitor report
Follow-up Pending 0 Pending follow-ups
Active Classes 0 IELTS / language
Handoffs 0 Application handoffs
Branch Performance
Live Report
Branch
Leads
Visitors
Follow-up
Classes
Handoffs
Quick Actions
＋ New Lead Create a branch lead
⌕ Find Student Global CRM search
◇ Visitor Schedule / log a visit
↻ Follow-up Log call / WhatsApp
⇢ Application Handoff Send to country team
Country Pipeline
Applications & Visa
Country
Interested Leads
Active Applications
Pending Docs
Visa / Review
Granted
Rejected
Active
Students
Search the central registry; edit through the origin branch.
Export
Global Search
Leads
Entry, duplicate control and Lead → Student conversion.
Print
Export CSV
+ New Lead
Active Leads 0 Due Today 0 Overdue 0 Unassigned 0 No Next Action 0 High Priority 0
Visitors
Register direct walk-ins or record visits against an existing
Lead/Student ID.
Print
Export CSV
+ New Walk-in
+ Add Existing Visitor
Active Visitors 0 Follow-up Today 0 Overdue 0 Unassigned 0 No Next Action 0 No Show 0
Follow-ups
Log every call, WhatsApp, visit or email against one
Lead/Student ID.
+ Add Follow-up
Tasks & Alerts
Manage overdue, today due, upcoming and recently completed work. The top bell stays active for quick alerts.
+ Assign Task
Refresh
Overdue 0 Past due and still open Today Due 0 Due today Upcoming 0 Next 30 days Completed 0 Completed in last 30 days
All Active
Overdue
Today Due
Upcoming
Completed
Task View
My Tasks
Team Tasks
Branch
Assigned To
Search Tasks
Due Date Sort Oldest to Newest (Due First) Newest to Oldest (Latest First)
Search
Open Tasks & Alerts to load task details.
Counselling
Record eligibility, academic assessment, route, decision and
next action.
+ Add Counselling
IELTS Classes
45 class days, NPR 5,000, two-day trial, Day-3 payment
reminder and 10 mock tests.
Print
Export CSV
+ Enrol Student
Refresh
All Records 0 Current Students 0 Trial 0 Payment Due 0 Mock Pending 0 Exam / Result 0 Completed 0
Trial → 2 days
Payment → Day 3 reminder
Mock → 10 tests
Exam → Booked → Exam → Result
Present → one click
Search
Branch
All Branches
Mode
All Modes
Physical
Online
Slot
All Slots
Instructor All Instructors
Status All Statuses Trial Payment Pending Active Completed Dropped Transferred
From Date
To Date
Sort by Date Newest to Oldest Oldest to Newest Name A–Z Name Z–A
Search
Clear Filters
Student
Class / Instructor
Progress
Dates / Seats
Fee / Payment
Attendance
Mock
Exam / Result
Next Step
Actions
Open Classes to load enrollments.
Total Students 0 Current filters
Active Students 0 Current active/trial
Active Batches 0 Branch + mode + slot
Available Seats 0 Across visible batches
Exam / Result Pending 0 Booked/exam done, result pending
Completed 0 Completed course
Class & Batch Report Live from Class Enrollments
Branch Mode Batch / Slot Instructor Active / Total Capacity Available Payment Exam Pipeline Status Load Classes to generate batch report.
Applications
Assigned country applications and branch-to-country handoffs.
Export
+ New Handoff
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Selected: 0 • Select one or more applications from the same country to assign/reassign ownership.Clear Selection
Assign / Reassign Selected
Application Handoff
Creates the COUNSIVA APP-BRANCH-YY-###### record from the origin
branch and routes it to the selected country workspace.
Visa & Success
Track assigned visa cases from COUNSIVA operational records.
Update visa outcome from the exact application/visa record.
Export
Refresh
S.N.
Country
Student
University
Level
Application ID
Visa Category
Lodged Date
Decision Date
Visa Status
Reference
Actions
Open Visa & Success to load assigned visa cases.
Reports
Filter central registry data, print or export CSV.
Print
Export CSV
Report Type Student Registry Class & Batch Report Referral Performance Report
Search
Branch
Country
Stage
View Summary by Referrer Detailed Records
Referred By All Referrers
Source Type All Source Types B2B Partner Agent Sub-Agent School / College University Partner Student / Alumni Referral Parent Referral Staff Referral Social Media Website Search / Google Phone / Call Walk-in Seminar / Fair / Event Internal Other
Outcome All Outcomes Active Application Visa Granted Visa Rejected Withdrawn No Application
Mode All Modes Physical Online
Class Status All Statuses Trial Payment Pending Active Completed Dropped
Slot All Slots
From Date
To Date
Sort Newest to Oldest Oldest to Newest Name / Batch A–Z Name Z–A
Generate
Settings Organization preferences, workflow defaults, notifications, governance, subscription and security.
Refresh Save Settings
Open Settings to load organization configuration.
Organization
CRM Defaults
Notifications
Documents & Storage
Governance
Subscription & Usage
WhatsApp & Automation
Security & Data
Access & Roles
Super Admin access overview for the current COUNSIVA workspace.
+ Add Staff Access
Refresh
Branch Management
Loading branch governance…
+ Add Branch
Staff
Email
Role
Branch
Country
App / Visa Scope
Approval
Portal
Password
Status
Frontend Access
Actions
Open Access & Roles to load the matrix.
