Complete a tour

• 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.

Complete a tour after the family visits. The lead moves to Toured, which is the stage where you send registration.

Before you start

• Finish Acknowledge a tour a family booked first.

Steps

1. Open the Tour Calendar and tap the tour.
2. On Tour Details, tap Complete Tour.

   Screenshot coming soon01 · /crm

   Tour Details with the Complete Tour button

3. Check Tour Date & Time. Tap it to change when the tour happened.
4. Check Tour Duration (minutes). It starts at your school's tour length.
5. Add Tour Notes, such as how it went and what the family asked about.
6. Tap Next.

   Screenshot coming soon02 · /crm

   The Complete Tour sheet

7. On Create Follow-up?, tap Yes, Create Follow-up to set a reminder, or No, Just Complete Tour.

Tips

• Complete Tour appears only on acknowledged tours that aren't complete yet. See Acknowledge a tour a family booked.
• Completed tours are faded on the calendar and open read-only.
• Your network can send the family an automatic follow-up 48 hours after the tour. See Automate 48-hour tour follow-ups.