Managing Leads & Children
This section provides core information about how to use ChildCareCRM
(Legacy CRM) First Task: How to Process Pending Leads
(Legacy CRM) Unscheduled Walk-ins, Phone Calls and Emails: Entering a New Parent (Lead) Using the Computer
(Legacy CRM) How to Edit a Lead
(Legacy CRM) How to Add a Child to a Lead
(Legacy CRM) How to Edit a Child
(Legacy CRM) How to Put a Child on the Wait List
(Legacy CRM) How to Take a Child Off the Wait List
(Legacy CRM) How to Register or Enroll a Child in a Class
(Legacy CRM) How to Find Enrolled (and Withdrawn, Lost Opportunity, etc.) Children/Leads
(Legacy CRM) Children Section
(Legacy CRM) How to Add Additional Contacts/Guardians
(Legacy CRM) How to Mark a Lead/Child as a Lost Opportunity
(Legacy CRM) Deleting a Lead or Child Record
(Legacy CRM) Intro: Making "Lost Opportunity" and "Withdrawn" Children Active Again
(Legacy CRM) Reactivating a "Lost Opportunity" or "Withdrawn" Child Record by Updating Status
(Legacy CRM) Reactivating a "Lost Opportunity" or "Withdrawn" Child Record by Making a Copy Using the "Additional Opportunity" Feature
(Legacy CRM) Reactivating a "Lost Opportunity" Lead Without Children