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, click the “Additional Contacts” tab and then click “+ Add Contact”.
Step 3: Add information about the new contact and then click “SAVE”.
