Match your CRM fields
Most CRMs use different field names. Use the dropdowns to match your fields to ours. You only need to do this once.
Core contact and lead fields
These are sent for every lead, whichever product it came from. Required fields are marked.
| Field | Required |
|---|---|
| First name | Yes |
| Last name | Yes |
| Yes | |
| Phone | Yes |
| Course of interest | Yes |
| Course code | No |
| Source product | Yes |
| Source site | No |
| Enquiry date | Yes |
| Lead status | No |
Extra fields for AustralianCourses
If you use AustralianCourses, you can also map details collected by its enquiry form, such as student type, nationality, English proficiency, suburb or postcode, start timing and reason for enquiry.
If you also accept international students, you can map international details such as lead category, country of residence, intended start, the price shown and visa subclass.
Fields Herbot can update
Herbot writes information back to your CRM after he speaks to a student. For each field, choose whether to allow updates and which CRM field it maps to. Updates are off until you turn them on.
On Screen + Writeback?
Screening status has its own field. See Screening Summary and screening status.