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Search results for: leads

Leads Automation

Create automated emails and action items when a lead status is updated… Navigate to Leads > Configure and click Manage Lead Automations… Creating a task works similarly to when you create a manual task on the Leads > Tasks page
Matt avatar
Written by Matt
Updated over a week ago

Communicate with your Leads

Navigate to the Leads > Communication screen to view drafts and sent emails and SMS text messages… When a message is saved as a draft, navigate to the Leads > Communication screen and select Draft to
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Written by Procare Training
Updated over a week ago

Linking Leads as Siblings

Link your leads as siblings to better track inquiring families… Leads with a linked sibling will have "+1" next to their name on the Leads > Leads screen… Please note: Both Leads will appear in the Leads > Leads list which allows you to convert only one of
Matt avatar
Written by Matt
Updated over a week ago

Searching and Filtering Leads

How to effectively search and filter leads… Schools can assign a priority level to each lead by navigating to Leads > Leads and selecting the box… When you click inside the search bar under Leads > Leads, a list of options to search for will appear
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Written by Matt
Updated over a week ago

Manage your Enrollment Pipeline

Track incoming leads and communicate with prospective families… There are several actions that can be completed from the Leads > Leads screen… once the leads are converted to students
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Written by Procare Training
Updated over a week ago

Custom Fields: Add Personalized Attributes

Create Custom Fields for your Staff, Students, Parents and Leads… To access the custom fields that have been created for the Leads, you will need to go to Lead CRM > Leads… Schools can create custom fields for their Staff, Students, Parents and Leads by using the Custom Fields
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Written by Matt
Updated over a week ago

Documents Overview

Upload and send PDFs electronically to parents, staff, and leads!… You can upload, edit, and send PDF documents to staff, students, and leads, or save time by creating
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Written by Procare Training
Updated over a week ago

Calendar Events (Web)

How to Schedule Calendar Events to you Students and Leads through the Procare Website… Creating Events through the Lead CRM… After selecting "New Event", you will be able to choose whether this event is being sent to Leads or
Matt avatar
Written by Matt
Updated over a week ago

Create and Send Electronic Documents

Upload, edit, and send PDF documents to staff, students, and leads using our eDocuments feature!… Send To - first select the group of people (students, staff, or leads), then click Add Recipient to choose
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Written by Procare Training
Updated over a week ago

Lead Insights

The Funnel table displays how leads move through the lead process, which includes the percentage of leads… Leads & Lead Insights are only available with Procare Online… The Pipeline table provides a snapshot of leads by status and allows you to compare data for two dates
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Written by Procare Training
Updated over a week ago