After getting the lead’s info, your first goal with a new lead is to get them on a tour, because more tours means more enrollments. Here’s how to schedule a tour in ChildCareCRM:
Step 1: Find the lead. There are several options:
Option A:
Start typing the child’s name or the lead’s name, phone number or email address in the upper right search bar.
Click the child’s or lead’s name when it appears.
Option B: If you’re logged into a specific location….
On the Home tab, click the “All Active” status tab.
Click the lead’s/child’s row in the resulting list.
Option C: If you’re logged into a specific location and know the lead’s/child’s current status….
On the “Home” tab, either click the lead’s/child’s status tab or click the status column in the “Active Opportunity Pipeline” chart.
Click the lead’s/child’s row in the resulting list.
Step 2: On the “Manage Lead” screen, in the “Tasks to Do” section, click “+ Add Task”.
Step 3: Fill out the "Add Task" screen.
Set "Task Type" to "Tour" (arrow A).
Use the “Tour & Meeting Schedule” to set the “Due Date” (arrow B).
Mark the checkbox for "Show on CRM Cal." (arrow C).
If desired, set email/text reminders for the staff and/or lead (arrow D).
Click the “SAVE” button (arrow E).
