Leads/New Enrollment | Procare Online Help Center

Lead Insights

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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