| Step 1New enquiry arrives from Meta Lead Ads or Wati | Automatic Meta lead forms and Wati connect as lead sources; each enquiry becomes a lead and fires the Lead created trigger. Wati leads arrive by webhook, Meta leads about every 15 minutes. Gallabox, UrbanChat, the Cloud API and website forms work the same way. | Lists “Lead Ad Connectors”; its WhatsApp page says “Automatically capture replies as leads in CRM”. Wati isn’t named on its WhatsApp or extensions pages. Source, checked September 2026: Study abroad consultant CRM · WhatsApp Business API · Extensions |
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| Step 2Counsellor gets a call task due within 5 minutes | Set up onceNot yet A Lead created automation runs Auto-distribute to role (Counsellor): least-loaded in the lead’s branch, optionally fair per country. The counsellor gets an assignment notification, plus a ring and Android push if the status has a tone for their role. A follow-up automation can date the lead’s follow-up an hour out. It rings the counsellor when it falls due. Not yet: A 5-minute timer: offsets are whole hours or days and time-based rules run every 15 minutes. Afterwards, the speed-to-lead report shows each counsellor’s share of contacted leads first reached within 1 hour. | Lists “Tasks & Follow-Ups”, distribution by “country, university, conversion performance, or courses” and automated “task scheduling”. A call task due minutes after arrival isn’t documented. Source, checked September 2026: Study abroad consultant CRM |
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| Step 3Follow-ups after 2 and 7 days | Set up onceManual todayNot yet The same automation can date the follow-up 2 days out; after that call the counsellor sets the next date. Each due follow-up rings by web popup, Android push and inbox. Not yet: Both dates queued at once: the counsellor holds one live follow-up per lead or deal, so the second replaces the first. | Its marketing-automation page triggers student communication on “specific dates or even time intervals”; Calendar Pro has “customizable frequencies for all reminders”. Automatic 2- and 7-day counsellor follow-ups aren’t spelled out. Source, checked September 2026: Marketing automation · Calendar Pro |
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| Step 4Counsellor qualifies the student | Manual today The counsellor moves the lead to Qualify from the drawer or board. Stage requirements can hold the move until required fields or documents are in, and the move fires the next steps’ triggers. A status can also require a follow-up a person scheduled. | Its lead management page describes a Lead Score based on “response to the counselling or/and marketing team”. Qualifying is the counsellor’s call in either tool. Source, checked September 2026: Lead management |
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| Step 5Application team gets a document-verification task, due in 24 hours | Set up onceManual todayNot yet A Status changed automation (it fires for the lead and for each application) with a condition such as status = Document Collection runs Auto-distribute to role for the Application Team, one owner per application. Document requirements block the next move until the files are on the student’s record, a tone rings the team, and a Wati, Gallabox or UrbanChat template can ask the student for documents. The team’s own follow-up opens when they’re assigned, separate from the counsellor’s. Not yet: A 24-hour due time set automatically. The team dates its own follow-up, and a person with deadline permission can add a 24-hour deadline. | Its marketing-automation page triggers student communication “on Lead/ Application/ Opportunity creation or field updates”, and its study-abroad page mentions “workflows and alerts for different teams”. DocVerify, aimed at institutions, gives “different roles for each verification level”. A 24-hour task for another team isn’t documented. Source, checked September 2026: Marketing automation · Study abroad consultant CRM · DocVerify |
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| Step 6Documents verified: application officer gets a university-submission task (2 days) and a university follow-up (7 days) | Set up onceManual todayNot yet A Deal sub-status changed automation (e.g. “All Documents Ready”, or a “Documents verified” sub-status you add) assigns an Application Officer per deal, who sets the 2-day, then the 7-day date. A permitted user can add a deadline to “Portal submission completed” with warning days; it closes itself when the deal gets there. Status names are examples you configure. The officer’s own follow-up opens when they’re assigned. Not yet: Both items live at once for one role; they run one after the other. | Lists “Application & Document Tracking” (“Manage SOPs, LORs, visa documents, and submissions”) and allocates a student’s opportunities “to right counselors”. University-submission tasks and follow-ups with due times aren’t documented. Source, checked September 2026: Study abroad consultant CRM · Opportunity Manager |
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| Step 7Offer received: visa team gets a CAS check (24 hours), a visa-document checklist (3 days) and an appointment reminder | Set up onceManual todayNot yet A Status changed automation on Offers Received assigns the Visa Team, and a WhatsApp template can go to the student. Visa-stage document requirements hold the next move. The visa officer sets each timed follow-up in turn; the appointment can also be a deadline with warning days. “CAS received” is a status you add to the one generic Visa stage. The visa officer’s own follow-up opens when they’re assigned. Not yet: Three timed items open at once for one role; they run in sequence. | Meritto blog, 2025 (not product pages): it “schedules visa interview reminders” and supports “workflows specific to each country, complete with checklists, reminders, and escalation triggers”. CAS isn’t mentioned on the pages we checked. Source, checked September 2026: Meritto blog, Feb 2025 (visa reminders) · Meritto blog, Apr 2025 (country workflows) |
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| Step 8A missed SLA escalates to the manager | Set up onceNot yet A time-based rule (Lead idle, or Lead has no follow-up, meaning nothing upcoming; optionally only when a follow-up is overdue), checked every 15 minutes, can reassign the lead with Shuffle to a role or assign a Manager, who gets the usual assignment notification. Managers also see Overdue, Today and Later follow-ups for their branches on the dashboard. Not yet: A per-lead breach alert: reminders go only to the follow-up’s holder, deadline warnings are visual, and time rules check the lead, not each application. | Meritto blog, Feb 2025: “Assign tasks, monitor deadlines, and receive alerts for escalations.” Calendar Pro shows “what's overdue and upcoming in one view with counts”, with email alerts. How escalation works isn’t documented on the pages we checked. Source, checked September 2026: Meritto blog, Feb 2025 (tasks and escalations) · Calendar Pro |
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| Step 9Each team sees only what it is allowed to see | Set up once In the role wizard, set each stage’s lead access (admin, manage, edit, view or deny), follow-up and deadline levels (edit, view or deny) and territory access, such as a country manager for their countries. Hide custom fields from a role and mask phone numbers on lists. The server applies these rules when it lists, searches and opens leads; admins see everything. | Describes permissions on “who can view, edit and modify admissions data based on the departmental roles of the user”, Advanced Data Masking and user activity logs. Source, checked September 2026: User management |
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