This article applies to online version only (without desktop).

Once families have been added to your enrollment pipeline, you'll be able to take specific actions with their records.

The Leads feature is for new families only; if a current family completes the form it will create a duplicate student. For this reason, the Leads section is not a good fit for summer camps and enrichment programs.

Available Actions

There are several actions that can be completed from the Leads > Leads screen. See below for more details on each action.

Viewing Profiles

Lead profiles contain the child and parent information, as well as messages, events, notes, and tasks for each family by selecting the desired tab on the right side of the screen.

Adding a Sibling

Linking leads as siblings will allow you to easily track incoming families and will prevent future confusion once the leads are converted to students.

Receive Payments & Mark Families as Paid

You can choose to receive a payment for a family and mark them as paid. It's possible to mark them paid without indicating the payment amount by using the "Mark as Paid" option.

New Email/New SMS

The New Email and New SMS options allow you to quickly communication with a prospective family. These options are shortcuts to the Leads > Communication > New Message screen.

Archive the Record

Archive records when you want to clean up your enrollment pipeline or clear duplicate records. Once archived, to view the records, click on the ellipsis in the top right corner and select View Archived.

If you wish to view an archived lead's profile, you must first unarchive the lead. To do this, click the ellipsis in the last column and select Unarchive.

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