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LineLeader Enroll - Review & Edit Inquiry Types and Lead Sources
LineLeader Enroll - Review & Edit Inquiry Types and Lead Sources

This article outlines how to review and edit the inquiry type and lead sources for a parent/guardian record.

Mitchell Loft avatar
Written by Mitchell Loft
Updated over 10 months ago

Introduction

LineLeader Enroll comes with standard dropdown options for "Lead Sources" (defining where the lead came from/heard about you) and "Inquiry Types" (defining how the lead first contacted your center).
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Inquiry Types & Lead Sources


The standard types work for most centers "out-of-the-box" and do not need to be updated.
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However you can review them by clicking on the "+" icon in the top right navigation bar - this opens up the functionality to "Add a Family".

In "Add Family" you will see the dropdowns for "Source" and "Inquiry Type" and the standard dropdowns.

Inquiry Types


Lead Sources


If you would like to update the Lead Sources or Inquiry Types available in your dropdowns when adding families to the system navigate to "Families" > Click on the Gear Icon in top right > From here you can update and customize several of the standard fields and options throughout the system - To update Lead Sources or Inquiry Types expand (click on the "+" sign for "Standard Guardian Fields" and "+ Inquiry Type" and "+ Source".
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If you'd like to learn more about using inquiry types and lead sources, or have any questions, please email support support@lineleader.com

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