Perfect PUM

Pipedrive

Once a student has made the payment or the first payment of their course, we have to verify that all the mandatory fields have been completed on both the deal and the person.

Filters that must be filled out before sending a PUM are:

Person

• First name

• Last name

• Phone

• Email

• Nationality

• Gender

• Home Address

• Country Region

• Birthday

• Year of birth

• Age Group

• Language

• Passport Number

• Passport expiry date

• Country of birth

• Studies

• Studies level

• Employment Status

• Profession

• Emergency contact name

• Emergency contact relationship

• Emergency contact phone number

• Emergency contact email

• How did they know us?

• Japanese name (Japan team)

• Line ID (Japan team)

Deal

• Agency name

• Location

• Market

• Expected travel date (offshore students)

• Visa type - Will apply for a

• Visa type - Current (onshore students)

• Current Country

• Areas of interest

• Destination Chosen

• Destination City Chosen

• Number of courses

• Health insurance

• Health insurance type

•  Health insurance dates

• Health insurance paid?

• Health insurance pay date

• Accomodation

• Accomodation fee

• Airport pick up

• YouTOOWork

• Incentives

• Incentives amount

• Payment type

• Next payment date (if the student has chosen any of the available payment plans)

• Paid to

• Payment method

• TOTAL 1st payment

• Urgency

• Drive link

• Will the student show financial capacity?

• PUM's comments

• Visa App. comments

• Lead type

• Lead source

• Ambassador name (if it applies)

The following fields must be filled out for each contracted course:

• School X

• Course X type

• Course duration X

• Course X dates

• Course X timetable

• YTP's Policy Cancellation

• Pre-enrolment fee - Course X

• 1st instal. Tuition fee - Course X

• 1st instal. Material fee - Course X

• 1st instal. Enrolment fee - Course X

• 1st instal. Exam fee - Course X

• 1st instal. Payment plan fee - Course X

• TOTAL Tuition fee - Course X

• TOTAL Material fee - Course X

• TOTAL Enrolment fee - Course X

• TOTAL Exam fee - Course X

• TOTAL Payment plan fee - Course X

The meaning of each required field can be found in the corresponding section of deals and persons.

Drive

When we mark a deal as WON, the following documents must be in Drive:

• ID: Passport

• School: Signed Letter of Offer or Letter of Acceptance

• Payment: Payment proof and Payment Plan if applies

The documents must be saved under the following format: Type of document_Student's full name

Activities

When we mark a deal as WON, the following activities will come up:

• FU Accounts in six days

• Sales process finished - Any comments for the Visa Dept.?” in two weeks

• Invite your stOOdent to be an AmbassadOOr :) in one week

• Payment received in three days

• Next payment date: This activity will only be triggered if we have not chosen Full Payment plan as payment type. If the Next Payment Date field is filled in before filling in the Payment Type field, the activity created will be created for the day selected in that field.

Keep in mind!

To speed up and ease the Accounts process, it is necessary to match the information detailed in Pipedrive with the documents saved in Drive.

So let's always do a double check before submitting the PUM.