Lead Management

  • Updated on Feb 12, 2024
  • Published on Dec 14, 2023
  • 2 minute(s) read
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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
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* All Pending families will display under the Lead and Wait List section
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â—‹ To change the search criteria, click the Search Criteria drop-down
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â—‹ Change the search filter in the Search Criteria window
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  • 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
    â—‹ For a more advanced search, click Activity Search
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  • 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

â—‹ Click Find

Editing Lead Information

To edit a family's lead record, follow the steps below

  1. Locate the family's name in the Lead and Wait List section
  2. Click the edit icon to the left of the Center/Parent First name
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  3. Edit the necessary information
  4. 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.

  1. Slide the scroll bar to the right
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  2. Click Approve or Reject
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    â—‹ 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
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      â—‹ Reject - the lead will be denied and a student record will not be 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
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  • Blank Lead Information Form - opens a blank Lead Information Form as a PDF
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  • 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