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Add a new lead

  • Director
  • Admin
  • Needs: CRM
  • Desktop
  • Draft

Add a lead when a family asks about your school outside your website. The lead appears on Hot Leads as New and in Action Required until someone contacts the family.

Steps​

  1. Open Dashboards → CRM, tap the + button, then tap New Child.
    The CRM plus button open with New Child
  2. Tap New Lead.
    Choosing New Lead instead of Enrolling Child
  3. Enter the child's first name, last name and Date of Birth, then tap Continue.
  4. On What day will this child tour?, pick a date if the family has one in mind, or tap Skip.
  5. On Would you like to add the child's guardian?, enter the parent's name, email and phone. Tap +Add Second Guardian for another parent. Tap Continue.
  6. Tap Skip on Send enrollment items to family?.
  7. On Create a followup reminder? (optional), add a Follow up note and a Follow up on date (Optional) if you want a reminder.
  8. Tap Create Child.

Tips​

  • If a child with the same name already exists, Asilo offers to open that child instead so you don't create a duplicate.
  • The lead source for a lead you add is your name. Website and texting leads show their own source.
  • A text from an unknown number arrives in CRM Chat as Unmatched; the Convert to lead button on that conversation starts this same flow with the conversation linked.
  • The tour date saved here is a date only. To book a time slot and notify the family, schedule a tour.
  • You can also add a lead from My School without CRM access. See Add a lead.