Log a contact with a lead

• 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.

Log every contact you make outside Asilo, such as calls and visits. It updates the lead's Last contact and takes a new lead out of Action Required.

Before you start

• Finish Open a lead's details first.

Steps

1. Open the lead's Lead Information sheet and tap Log Contact. You can also tap the round button and choose Log Other Communication.

   Screenshot coming soon01 · /crm

   The Log Contact button on the Tour & follow-up card

2. Under Communication Type, choose In Person, Phone Call, Email, Text Message or Other.

   Screenshot coming soon02 · /crm

   The New Communication sheet

3. Check the Date & Time. Tap it to change when the contact happened.
4. Type what happened in the notes box.
5. Tick Spoke directly to contact only if you actually reached someone. Leave it off for voicemails and unanswered emails.
6. Tap Next.
7. Choose what happens next: Send Registration, Schedule Tour, Schedule Follow-up or No Follow-up. Only the options that fit the lead's stage appear.
8. If you chose Schedule Follow-up, set the Follow-up Date & Time and notes, then tap Complete.

Tips

• Choosing Email offers Send Schoolbox Message instead, so the email goes out from Asilo and logs itself.
• Choosing Text Message offers Open CRM Chat when your school has texting.
• From a child's profile, open Enrollment CRM, tap the round button, and choose New Communication for the same sheet.
• You can turn Spoke to contact on later from the Communication Log if the family calls back.