Review a lead's Communication Log

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

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.

The Communication Log is the full history for one child: contacts you logged, Schoolbox messages, texts, tours, follow-ups and automated messages, back to Lead Created on.

Before you start

• Finish Open a lead's details first.

Steps

1. Open the lead's Lead Information sheet and tap View all on the Activity card.

   Screenshot coming soon01 · /crm

   The Activity card with View all

   From a child's profile, open Enrollment CRM, then Communication & Tours.
2. Scroll the log. Entries marked Automated were sent by Asilo, such as tour confirmations and follow-ups.

   Screenshot coming soon02 · /crm

   The Communication Log for a demo lead

3. Tap an entry with a long note to read all of it.
4. Tap Spoke to contact on a call, email, text or other entry to switch it on or off.
5. Tap a pending Followup entry to complete it.
6. Tap the round button to add a New Communication, Create Follow-up, Schedule Tour, send Registration, set a Start Date, or Archive Child.

Tips

• Private notes from + Add note don't appear here. They stay on the lead's Notes card.
• Canceled follow-ups show Follow-up canceled on with the date.

FAQ

• Can I delete an entry? Administrators and Owners see a menu on each entry with Delete. Deleting can't be undone.