To add a Child at the same time you’re adding a Lead, see “Unscheduled Walk-ins, Phone Calls and Emails: Entering a New Parent (Lead) Into the CRM”:
http://educate.childcarecrm.com/en/articles/3497058-unscheduled-walk-ins-phone-calls-and-emails-entering-a-new-parent-lead-into-childcarecrm-using-the-computer
To add a child afterward….
Step 1: Find the lead. There are several options:
Option A:
Start typing the lead’s name, phone number or email address in the upper right search bar.
Click the 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 row in the resulting list.
Option C: If you’re logged into a specific location and know the lead’s current status….
On the “Home” tab, either click the lead’s status tab or click the status column in the “Active Opportunity Pipeline” chart.
Click the lead’s row in the resulting list.
Step 2: On the Manage Lead screen, under the “Children” group, click “+ Add Child”.
Step 3: On the “Add Child” screen, fill in the available information. Then click the “SAVE + ADD CHILD” button at the bottom if you have another child to add; click "SAVE" otherwise.
