# Demo Enquiry CRM

Assign and progress product walkthrough enquiries with contact history and scheduling.

Category: Platform
Guide: https://avkul.in/docs/guides/screen-saas-marketing-leads/
Guided sample demo: https://avkul.in/docs/demo/screen-saas-marketing-leads/
Snapshot: 11 October 2026

## Features

- Walkthrough pipeline
- Search and owner filters
- Demo/follow-up dates
- Internal notes
- Attribution
- CSV export

## Access and setup

Intended access: Platform administrator
- Platform administrator access.
- Choose the relevant school, academic session or child before working.


## Workflow

1. Find a walkthrough enquiry and assign its owner.
2. Record its status, demo date or next follow-up.
3. Add an internal note after contacting the school.
4. Mark the confirmed outcome and review history.

## Fields and controls

Use the relevant context and operation-specific form in the workspace.

## Current limits

- Campaign links are tracked only where collection is enabled. In-app reminders do not send outbound messages. Marketing administration requires the platform-admin flag.

## Actual application access

- https://avkul.in/en/saas/marketing-leads

## API reference

- GET /api/v1/saas/marketing-leads — List; Platform admin
- GET /api/v1/saas/marketing-leads/owners — Owners; Platform admin
- GET /api/v1/saas/marketing-leads/export — Export; Platform admin

## Demo access

No login is required for the guided sample demo. Its fictional records and actions stay in this browser tab; they do not modify ERP records or send messages/payments. An assigned account is required for the actual ERP links.

Source inventory checked on 11 October 2026. This source inventory is not a certification of every external provider or device flow.