- 12 Feb 2024
- 2 Minutes to read
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Lead Management
- Updated on 12 Feb 2024
- 2 Minutes to read
- Print
Lead Management allows centers to track potential family activity within the system before the family record is created.
View Current Leads
* Click Family, then select Lead Management
* All Pending families will display under the Lead and Wait List section
○ To change the search criteria, click the Search Criteria drop-down
○ Change the search filter in the Search Criteria window
Submit Date (>) - enter the date to search as of. For example, if 7/16/2018 is selected in the Submit Date field, results will display for 7/16/2018 until the present day
Parent First/Last Name - enter the parent's first and/or last name
Child's First Name - enter the student's first name
Status - select a status
Pending - student is not active and will not display in the family search results
Approved - student has been approved to the system and will display in the family search results
Rejected - the student's request for admittance has not been approved
○ For a more advanced search, click Activity Search
From/To Date - enter a start date and/or end date for the activities
Activity Type - select the activity type from the drop-down. (Setup in Valid Values under Activity Type)
Activity Status - select the status of the activity
Lead Source - select the source of the lead. Examples: email, expo, walk-in, etc. (Setup in Valid Values under Lead Source)
Classroom - choose the classroom the student would be placed into, if approved
Age From/To - to view all student's within a specific age, enter the to and from age in months
Email - search by the parent's email address
Phone Number - search by the parent's phone number
○ Click Find
Editing Lead Information
To edit a family's lead record, follow the steps below
- Locate the family's name in the Lead and Wait List section
- Click the edit icon to the left of the Center/Parent First name
- Edit the necessary information
- Click Save at the bottom of the screen
Approve/Reject Student's
From the Lead Management screen, students can be approved or rejected into their requested program.
- Slide the scroll bar to the right
- Click Approve or Reject
○ Approve - a student/family record will be created- Once approved, enter the Admission Date in the popup and click OK. A student/family record has now been created
○ Reject - the lead will be denied and a student record will not be created
- Once approved, enter the Admission Date in the popup and click OK. A student/family record has now been created
Actions Menu
There are several options in the Actions drop-down menu:
View Denied Children Information - displays two sections; Denied Students List and Denied Students List - Discharged
Add New Lead - allows an admin to manually add a lead
Export - exports the information displayed in the Lead and Wait List section into a 37 column
Excel spreadsheet
Blank Lead Information Form - opens a blank Lead Information Form as a PDF
Lead Activity Summary - exports lead activities to Excel. This export includes the following tabs: Activity Summary, Activity Chart, Totals Chart, Hear About Us, Hear About Us Chart
View Calendar - displays a calendar view of all events. View by day, week, month and filter by activity type. A Calendar Event can also be added from this page