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Lead CRM / New Enrollment
Lead CRM / New Enrollment
Track incoming leads and communicate with potential families
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13 articles in this collection
Written by
Matt,
Procare Training,
and
Priya
Manage your Lead Pipeline
Searching and Filtering Leads
How to effectively search and filter for leads in the Lead CRM
Written by
Matt
Updated over a week ago
Lead CRM: Linking Leads as Siblings
Link your Leads as Siblings to Better Track Inquiring Families
Written by
Matt
Updated this week
Manually Add a Lead
Directly add an interested family to your enrollment pipeline
Written by
Priya
Updated over a week ago
Lead Status for New Families
Manage new families in your enrollment pipeline with customized statuses
Written by
Priya
Updated over a week ago
Manage your Enrollment Pipeline
Receive payments, view / edit records, send emails, or archive records
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Written by
Procare Training
Updated over a week ago
Receive Payments for Enrollment Fees
Accept fees online or via cash/check/other
Written by
Priya
Updated over a week ago
Lead Communication
Communicate with your Leads
Send email and SMS messages to your enrollment pipeline
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Written by
Procare Training
Updated this week
Lead Messaging Templates
Create templates to use when messaging your enrollment pipeline
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Written by
Procare Training
Updated this week
Email Statuses in the Lead CRM
Understanding the different statuses of emails sent through the Lead CRM
Written by
Matt
Updated over a week ago
Enrollment or Inquiry Form
Create an Application, Enrollment, or Inquiry Form
New families can express interest in your program or fill out an application form to add themselves to your waitlist
Written by
Priya
Updated over a week ago
Share the Enrollment or Inquiry Form with Parents
Use a hyperlink or embed the form as a button
Written by
Priya
Updated over a week ago
Edit your Enrollment or Inquiry Form
Access your form again to change the fields or fees
Written by
Priya
Updated over a week ago
Automated and Manual Tasks
Lead CRM Automation
Create automated emails and action items when a lead status is updated
Written by
Priya
Updated over a week ago