FACTS Verify — Internal CRM

Customer Priority / Status

🔴 Angry / Escalated 🟠 Urgent 🟢 Normal 🔵 VIP / Priority ⚫ Low / Inactive

Customer Details

Full Name *

University Name *

Contact Number

Contact Email

Country / Location

Lead Information & Staff Assignment

Lead Source *

Lead Brought By *

Assigned To *

Date of Enquiry *

Service Details

Service Applied For *

Enquiry Status

Service / Scope Notes

Communication & Follow-Up Tracking

Email Sent Date Date email was sent to customer

Follow-Up Date Scheduled follow-up / check date

Reminder Sent Date Date reminder was sent

Communication Notes

Payment Details

Payment Received *

Payment Date

Payment Method

Amount (₹)

₹

Documents

Click to browse or drag & drop files

PDF, DOC, JPG, PNG, XLSX — Multiple files allowed

General Notes