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Lead Management
6 Articles
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Lead Management
6 Articles
in this category
Add a Lead
This article applies to online version only (without desktop). There may be a few parents who expressed interest in your program, but were unable to fill out the enrollment or inquiry form. Perhaps they called in to ask some questions, or they dro...
Updated on : 05 Dec 2023
Lead Status for New Families
This article applies to online version only (without desktop). With Procare Online's enrollment form , you can have parents fill out an application, accept registration fees, and track where the families are as they go from showing interest in yo...
Updated on : 04 Dec 2023
Linking Leads as Siblings
This article applies to online version only (without desktop) Linking children as siblings in Leads allows you to easily track incoming families and will prevent future confusion once the leads are converted to students. To link existing leads a...
Updated on : 04 Dec 2023
Manage your Enrollment Pipeline
Track incoming leads and communicate with prospective families Once families have been added to your enrollment pipeline, you'll be able to take specific actions with their records. The Leads feature is for new families only; if a current family...
Updated on : 27 Jan 2024
Managing Lead Profiles
When a family shows interest in your school or center, you can create a lead profile to help manage their information, track their progress throughout the system, and communicate with via email or text messages. Lead Details From the Leads >...
Updated on : 27 Jan 2024
Searching and Filtering Leads
How to effectively search and filter leads Filtering and searching through your leads is an important step to effectively managing your enrollment pipeline. Here are some helpful ways to manage your leads. Filtering by Priority Schools can ass...
Updated on : 27 Jan 2024