This article applies to online version only (without desktop).
Linking children as siblings in the Lead CRM will allow you to easily track incoming families and will prevent future confusion once the leads are converted to students.
To link existing leads as siblings:
- Go to Lead CRM > Leads > Select one of the Siblings
- Once the Lead has been selected, you will see the option to "Add Siblings"
- After Selecting "Add Siblings" you can then highlight the circle for "Choose Existing Lead" and search the sibling.
Now that you have linked the leads as siblings, you will be able to easily track these families when you go to Lead CRM > Leads, because there will be a "+1" next to the leads who have a sibling linked.
Additionally, linking leads as siblings will allow you to quickly see the history and the actions that have been taken for this family.
When you select a lead that has a sibling linked, you will be able to quickly toggle between the two leads by selecting the different names.
Please note that both Leads will still appear in the total list of leads. This will allow you to convert only one of the siblings.