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

Linking children as siblings in Lead CRM allows 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 and select one of the Siblings. Once the Lead has been selected, under the Lead Details section, click "Add Siblings"

If the sibling already has a lead profile, select "Choose Existing Lead", then search for the sibling's name. If the sibling does not have a lead profile created, select "Create New Lead".

Now that you have linked the leads as siblings, you will be able to easily track these families when you navigate to the Lead CRM > Leads screen, because there will be a "+1" next to the leads who have a sibling linked.

Additionally, linking leads as siblings allows you to quickly see the history and 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: Both Leads will still appear in the Lead CRM > Leads list which allows you to convert only one of the siblings to a student (enrolled).

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