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Leads/New Enrollment
Leads/New Enrollment
Track incoming leads and communicate with potential families
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15 articles in this collection
Written by
Matt
and
Procare Training
Lead Insights
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Written by
Procare Training
Updated over a week ago
Manage your Enrollment Pipeline
Track incoming leads and communicate with prospective families
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Written by
Procare Training
Updated over a week ago
Manage your Lead Pipeline
Managing Lead Profiles
Track information and activities with potential families
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Written by
Procare Training
Updated over a week ago
Searching and Filtering Leads
How to effectively search and filter leads
Written by
Matt
Updated over a week ago
Linking Leads as Siblings
Link your leads as siblings to better track inquiring families
Written by
Matt
Updated over a week ago
Manually Add a Lead
Directly add an interested family to your enrollment pipeline
Written by
Matt
Updated over a week ago
Lead Status for New Families
Manage new families in your enrollment pipeline with customized statuses
Written by
Matt
Updated over a week ago
Receive Payments for Enrollment Fees
Accept fees online or via cash, check, or other
Written by
Matt
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 over a week ago
Lead Messaging Templates
Create templates to use when messaging your enrollment pipeline
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Written by
Procare Training
Updated over a week ago
Lead Email Statuses
Understanding the different statuses of emails sent through the Lead CRM
Written by
Matt
Updated over a week ago
Enrollment or Inquiry Form
Creating an Online Registration Form
Create an online registration form for new families to express interest in your center/program
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Written by
Procare Training
Updated over a week ago
Share your Registration Form with Parents
Use a hyperlink or embed the form as a button
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Written by
Procare Training
Updated over a week ago
Edit your Enrollment or Inquiry Form
Access your form again to change the fields or fees
Written by
Matt
Updated over a week ago
Automated and Manual Tasks
Leads Automation
Create automated emails and action items when a lead status is updated
Written by
Matt
Updated over a week ago