Marking a lead/child as a Lost Opportunity means that you will no longer try to get the child enrolled.
Step 1: Find the lead or child. 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: Determine whether the lead has any children in the system:
Step 3: Click on the row containing a child to be marked “Lost Opportunity”.
Step 4: On the “View Child” screen, click the “EDIT” button at the bottom of the screen or click “Edit” in the upper right toolbar.
Step 5: On the “Modify Child” screen, change the Child Status to “Lost Opportunity”.
Step 6: On the “Status Change Alert” window, add the relevant information and then click the “SAVE” button.
Do steps 3 thru 6 for each child.
Step 3: On the “Manage Lead” screen, click the “Activities” tab (arrow A) and then click “+ Add Event” (arrow B).
Step 4: Fill out the “Add Event” screen. Wait to change "New Status" to "Lost Opportunity" last.
Step 5: On the “Status Change Alert” window, add the needed info and then click the “SAVE” button.
Step 6: Click the "SAVE" button.
