BHEA KNOWLEDGE TECHNOLOGIES (P) LTD

Important Steps Name

Objective

Instane URL http://35.202.89.21/edudemo/

Primary Implementation Area

Guidelines
Collect System Configuration
Step A Information
Arrive at the Modules that are going to
Step B be Used.
Arrive at the new Modules that needs
Step C to be created.
Standard Module Custom Fields /
Step D Configuration
Custom Module Fields and
Step E Configuration
Review of the Modules - Standard as
Step F well as Custom.
Workflows Information Gathering
Step G Session
Step H Workflow creation and
External integrations Review
include Email,
Step I Chat, Portal feedback
Competetor Reference URLS for
Reference URLS comparision
Customers who are in this Business to
Customers to Study Study
BHEA KNOWLEDGE TECHNOLOGIES (P) LTD

Description
This document captures the design documentation of Educational
Consultancy DemoStudents,
information about CRM modules and fieldsLeads, Universities, Courses,
Applications,
Agents and Universities.

Applications, Courses, Students, Leads, Universities, Agents and

Enrollments
steps can be altered in sequence but if they are grouped together they
have to be done in that sequence.

Collect the System Configuration Information

All Standard Modules
Applications, Courses,will be used.
Students, Leads, Universities, Agents and
Enrollments

1. ELS
Name Description
This section should collect key information about the
Overview first time setup for the each Instance.

Users
Teams
Roles Email ID that can be used for sending alerts from
Default CRM Email ID SugarCRM.
Default Currency
Default Time Zone
Admin User
SugarCRM Logo
Un Used Modules Modules that are not going to be used by all the teams.
Values Comments

Universities
Students
2. Administration
3.
2. Global
Sales Administrator
3. Sales Representative
Panel Standard Field Name Data Type
Name Text Field
Lead ID Text Field
Lead Type Dropdown
Date Of Birth Date
Phone Number Phone
Lead Information
Email Address Email
Address Address
Status Dropdown
Destination Country Dropdown
Country Of Residence Dropdown

Course ID Text Field

Couse Information
Course of Interest Relate(Courses)

Agent Name Text Field

Agent Information
Agent ID Text Field

Relationships
Agents to Leads(1: M)
Leads to Courses(M:M)
Students to Leads(1:M)
Applications to Leads(1:M)
Values Conditional / Group Field

1. Knows which course to choose

2. Interested but don't know which course to choose

5. Recycled
6.
5. Dead
Australia

All the countries list

auto populate based on the selected course

auto assignment of agent name based on the

destination country
auto populate based on the agent name from
agents module
Panel Standard Field Name Data Type

Application Name name

Application ID Text Field
Preferred University Relate(Universities)
Preferred Course Relate(Courses)
Highest Qualification Text Field
Application Information Country Of Residence Dropdown
Phone Number Phone
Email Address Email
Passport Number Text Field
Address Address
Credits Received Number

Relationships

Agents to Applications(1:M)
Students to Applications(1:M)
Applications to Leads(1:M)
Enrollments to Applications(1:M)
Universities to Applications(1:M)
Values Conditional / Group Field

all countris list

Panel Standard Field Name Data Type

name name
Enrollment ID Text Field
Student ID Text Field
Enrollment Information Location ID Text Field
Enrollment Status Dropdown
Agent ID Text Field
Course ID Text Field
Address Address

Application Source Dropdown

Arrival Date Date
Application Information Start Date Date
End Date Date
Application Received Date Date

Relationships

Students to Enrollments(1:M)
Enrollments to Universities(M:M)
Applications to Enrollments(1:M)
Agents to Enrollments(1:M)
Values Conditional / Group Field

auto populate student ID from students module

4. Completed

auto populate from agents module

auto populate from courses module

2. App
3. Reference
Panel Standard Field Name Data Type

Student Name name

Email Address Email
Phone Number Phone
Student ID Text Field
Enrollment ID Text Field
Date Of Birth Date
Student Information Country Of Citizenship Dropdown
Country Of Residence Dropdown
Gender Dropdown
University Name Relate(Universities)
Persuing Course Relate(Courses)
Postal Code Text Field
Address Address

Relationships

Agents to Students(M:M)
Students to Applications(1:M)
Students to Leads(1:M)
Students to Enrollments(1:M)
Universities to Students(1:M)
Values Conditional / Group Field

auto populate from enrollments

all counries list

1. Male
2. Female
Panel Standard Field Name Data Type

Agent Name Text Field

Agent Id Text Field
Date Of Hired Date
Email Address Email
Country Of Residence Dropdown
Agent Information
Country Of Citizenship Dropdown
Phone Number Phone
Address Address
Postal Code Text Field
Work Location Dropdown

Portal Active Checkbox

Portal Information Username TextField
Password TextField

Credit/Debit Card Number Text Field

Card Type Dropdown
Account Number Text Field
Account Information
Commission Amount Currency
Amount Paid Currency
Amount to be Paid Currency

Relationships

Agents to Leads(1:M)
Agents to Students(M:M)
Agents to Enrollments(1:M)
Agents to Applications(1:M)
Values Conditional / Group Field Comments

all countries list

all countries list

4. Australia
5. China

3. American Express
4. Master Card
Panel Standard Field Name Data Type
Course Name name
Course ID Text Field
No Of Credits Number
Location Multi Select
Course Information
Description Text Area
Duration Of Course Text Field
Course Start Date Date
Course End Date Date

Relationships

Leads to Courses(M:M)
Students to Courses(M:M)
Universities to Courses(M:M)
Values Conditional / Group Field
Panel Standard Field Name Data Type
University Name Name
University Code TextField
Website URL URL
University Information
Email Address Email
Address Address
Phone Number Phone

Relationships

Universities to Students(1:M)
Universities to Courses(M:M)
Universities to Agents(1:M)
Universities to Applications(1:M)
Universities to Enrollments(1:M)
Values Conditional / Group Field