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Open a lead's details

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

Lead Information is the working page for one family. Everything you do with a lead starts here.

Steps​

  1. Open the lead. Tap a row on Hot Leads, search for the child from the CRM dashboard, or tap the family's name at the top of a CRM Chat conversation.
    The Lead Information sheet for a demo lead
  2. Read the banner at the top, if there is one: New message, Tour needs confirmation, Say hello (nobody has contacted the family yet) or Follow-up due. Tap it to act.
  3. Check Child Information (name, age, Lead Source, CRM Lifespan in days) and Contacts. Tap a phone number or email to copy it.
  4. Use Tour & follow-up:
    • Tour scheduled: Schedule, or Manage once a tour exists.
    • Last contact: Log Contact.
    • Follow-up reminder: Set reminder, or Manage once one exists.
    The Tour & follow-up card with Schedule, Log Contact and Set reminder
  5. Review Activity (the latest five entries). Tap View all for the full Communication Log.
  6. Read Notes, or tap + Add note.
  7. Tap the round button (bottom right) for Open CRM Chat, Send Schoolbox Message, Log Other Communication and Send Registration.
  8. Tap More actions (top right) for View Enrollment and Archive Child.

Tips​

  • When nothing needs attention and your school has texting, the top of the sheet previews the latest CRM Chat message.
  • Tap the Last contact text to jump to that contact: the text thread, the Schoolbox message, or the log.