Manage enquiries and leads in MJX CRM

In MJX CRM, an enquiry is one person who got in touch — a parent, a student or, for a business, a customer. A business sees the word Lead instead of Enquiry everywhere. This page explains the list, one enquiry's page, stages, owners, tags, score, duplicates and import.

(For a business: Apps › MJX CRM › Leads.)

#Where do enquiries come from?

See Lead sources and connectors.

#The Enquiries list

The page opens with "Everyone who got in touch — call, WhatsApp and move each one along."

Staff members see their own enquiries plus "unassigned enquiries are shown to you either way".

#How to add an enquiry by hand

1. Press Add enquiry (a business sees "Add lead").
2. Fill Contact name and Phone (pick the country code if the number is not Indian). Student, Class, Email and Note are optional.
3. Press Add it.

#Bulk actions

Tick enquiries (or Select All Visible). A bar shows "n selected" with:

A button your plan does not include shows 🔒 and, when pressed, a line that names the plan, such as "Changing many at once comes with MJX CRM Basic and above."

#One enquiry's page

Open an enquiry to see everything about that person in one place.

#Stages (statuses)

Every enquiry is in one of five stages. The words change with your kind of organisation:

Press a stage button at the top of the enquiry, or drag the card on the Board. You can add your own stages under Stages & fields.

#Who looks after an enquiry?

Each enquiry can have one owner, shown as Looked after by (a Counsellor, Teacher or Salesperson, depending on your organisation). Only an owner or admin can hand enquiries to somebody else; a staff member can take enquiries for themselves. Assigning comes with a paid CRM plan. To keep staff to their own enquiries only, see Agents and access.

#The enquiry score

The score (0–100) is computed from what happened, not from the form. It updates when something happens and every night.

Hot is 70 or more, Warm 40–69, Cold below 40. An admitted or closed enquiry keeps its last score.

#Same person twice (duplicates)

The CRM matches people by the last 10 digits of an Indian phone, and by the full number for any other country. On an enquiry's page you see "Same number, n other enquiries" with Merge into this one.

The page lists every number that has more than one live enquiry, with notes, messages, calls and meetings for each, and marks one "suggested to keep". Tick the one to keep and press Merge into the ticked enquiry.

Merging moves notes, tasks, calls, meetings, tags, messages, AI calls and attachments to the one you keep, fills its empty fields, and never moves it to an earlier stage. Nothing is deleted for good.

#Send a fee quote

On an enquiry, press 💰 Send fee quote. The CRM builds a WhatsApp message from your fee structure for the class they asked about (or every class). It is sent directly if the person wrote in the last 24 hours; otherwise you get a link to send it from your own WhatsApp. The text is logged on the enquiry. "A fee, date or offer is only written if you type it here."

#Admit in one step

For schools and institutes with student records, press 🎓 Admit in one step on the enquiry. "The student is created from what this enquiry already knows; pick the class." Choose the class (and section), then Admit.

If it was already done: "This enquiry was already admitted." If your plan is full: "Your plan has no room for another student."

#Contacts

"Everyone who has asked, one card per person" — one card per phone number, even if they enquired several times, with 📞 Call, WhatsApp and links to each enquiry.

#Import and export

1. 1. Choose the file — any Excel sheet with a Name and a Phone column, up to 2,000 rows. Download a sample sheet if you need one.
2. Press Check the file.
3. 2. What will happen shows each row as new, already have, or cannot import (with the reason). Tick Fill in what is missing to add email, student, class and extra details to people you already have — never the name or status.
4. Press Import, then See your enquiries.

Columns understood: Name, Phone, Email, Student, Class (or Course), Message (or Notes), Status. Any other column (City, Area, Source…) is kept as an extra detail. Nobody is messaged.

⬇ Export to Excel on the Enquiries list downloads your enquiries as a sheet. Import and export are for the owner and admins — or a job given Import Enquiries / Export Enquiries — on CRM Basic and above. A staff member's export holds only the enquiries their own list shows.

#Who can use what?

#Tips

• Work ⏰ Due today first every morning.
• Tag by course or campaign ("NEET", "Walk-in") so you can filter and message groups.
• Merge duplicates weekly, so one person has one story.

#Questions people ask