Check a lead is eligible for a course before a salesperson gets them
Write the eligibility rules for each course so unsuitable applicants are filtered out before they use up a salesperson's time.
How it works
4 steps in YuktiBOS.
Where to find it: CRM, Set-up, Sales desk (courses and rules).
- Add your courses and the rules, such as degree stream or citizenship. One click adds a starter set.
- Keep each course's rules in an editable document with a source link, effective date and version.
- Rules are checked in plain code before assignment. A missing answer counts as unknown, not fail.
- Only when the table cannot judge, an AI check reads the document and records its reasoning, confidence and the document version.
What you get
What comes out of it.
Ineligible people are never assigned.
A reason recorded on every result.
Rules you can update when the rule changes.
Who it is for. Institutes and training providers with entry rules.
You may also know this as: course eligibility check, admission eligibility rules, filter ineligible applicants.
Related things you can do
More from Lead hand-over and sales desk
See it in a use case
Want to check a lead is eligible for a course before a salesperson gets them?
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