This section provides core information about how to use ChildCareCRM
First Task: How to Process Pending Leads
Unscheduled Walk-ins, Phone Calls and Emails: Entering a New Parent (Lead) Into ChildCareCRM Using the Computer
How to Edit a Lead
How to Add a Child to a Lead
How to Edit a Child
How to Put a Child on the Wait List
How to Take a Child Off the Wait List
How to Register or Enroll a Child in a Class
How to Find Enrolled (and Withdrawn, Lost Opportunity, etc.) Children/Leads
Children Section
How to Add Additional Contacts/Guardians
Stop Wasting Time: How to Mark a Lead/Child as a Lost Opportunity
Deleting a Lead or Child Record
Intro: Making "Lost Opportunity" and "Withdrawn" Children Active Again
Reactivating a "Lost Opportunity" or "Withdrawn" Child Record by Updating Status
Reactivating a "Lost Opportunity" or "Withdrawn" Child Record by Making a Copy Using the "Additional Opportunity" Feature
Reactivating a "Lost Opportunity" Lead Without Children