Add a lead

• Director
• Admin
• Needs: My School
• Phone
• Desktop
• Draft

If you don't see this

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

A lead is a child whose family is interested but not enrolled. Leads are worked in the CRM.

Steps

1. Open My School → Enrollment (or Classrooms or Staff), tap +, and choose New Child.
2. Tap New Lead.

   Screenshot coming soon01 · /my-school

   The first question of the New Child flow

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 the date and tap Continue, or tap Skip.
5. On Would you like to add the child's guardian?, enter Parent First Name, Parent Last Name, Parent Email, and Parent Phone Number. Tap +Add Second Guardian for another adult. Tap Continue or Skip.
6. On Send enrollment items to family?, leave the items off for a lead and tap Continue.
7. Optional: under Create a followup reminder? (optional), type a Follow up note and pick Follow up on date (Optional).
8. Tap Create Child. The child's profile opens.

Tips

• If a child with a similar name already exists, Asilo warns you. See When Asilo says "This child may already exist".
• To enroll the lead later, change their status from their profile. See Change a child's enrollment status.