The words consultancies use, in plain language.

Lead

A person who has shown interest in studying abroad or taking a test, but has not become a student yet.

Lead temperature

A quick label for how active a lead is: Hot, Warm or Cold. In ConsultMarg it is worked out automatically from the pipeline stage and the last activity.

Pipeline

The steps a student moves through, from the first inquiry to the visa result. Each step is called a stage.

Intake

The start period of a course at a university, such as a particular month or semester.

Counselor

The staff member who guides a student through choosing a course, applying and preparing documents.

Front desk

The person who greets walk-ins, takes their details and often takes payments.

Sub-agent

An outside person or agency that refers students to a consultancy and is paid for it, on fixed or percentage terms.

Branch

One office of a consultancy. A consultancy can have several, each with its own staff and figures.

Shared inbox

One place where messages from Messenger, Instagram, WhatsApp and website chat arrive, so the whole team sees them.

24-hour reply window

On WhatsApp, Messenger and Instagram, the period after a customer's message in which a business can reply freely. After it, rules for message templates or tags apply.

Message template

A pre-approved message a business can send on WhatsApp outside the 24-hour window.

Chatbot flow

A set of messages, menus and questions that greets a new chat and collects details, such as name, phone, destination and intake.

Document checklist

The list of documents a student must provide for a given country. It differs from one destination to another.

Offer

A university's decision to accept a student for a course, usually given in an offer letter.

Visa granted

The stage where the student's visa has been approved. Many consultancies treat it as the winning stage.

University commission

Money a university pays a consultancy for a student the consultancy brought in. It can be paid in a foreign currency.

Receivables

Money other people owe you, such as commission a university has not yet paid.

Ageing

A report that groups unpaid amounts by how long they have been outstanding, so old ones are chased first.

Payables

Money you owe other people, such as payouts to sub-agents.

TDS

Tax deducted at source: tax a payer withholds from a payment and passes to the tax office. Rates and rules are set by law, so ask your accountant.

VAT

Value added tax, added to the price of many goods and services. Prices may be shown before or after VAT.

PAN

Permanent Account Number, the tax number a business uses in Nepal.

Day book

A daily record of money coming in and going out.

Day close

The end-of-day check in which the cash counted in the drawer is compared with what the records say it should be.

Month close

Locking the books up to a date, so figures from a closed period cannot be changed by mistake.

Void

To cancel a receipt or invoice by marking it as cancelled with a reason, instead of deleting it.

Bikram Sambat (BS)

The Nepali calendar, used for official dates in Nepal. Nepali fiscal years start in mid-July.

Phone masking

Showing only part of a phone number, such as the first and last digits, so staff cannot copy full lists.

Audit log

A record of who did what and when inside a system.

Response time

How long it takes a person to send the first reply after a customer writes.

These are general explanations, not legal, visa or tax advice.