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….
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, under “Tasks to Do”, click the “Tour” task.
Step 3: On the “View Task” window:
If you’re canceling the tour, click “CANCEL TASK” and then click the red “CANCEL” button to confirm.
If you’re rescheduling or editing, click “Edit”, make whatever changes are needed, and then click SAVE.
