Track leads and convert them to families
Use the CRM to manage inquiries from first contact through enrollment, then convert a lead into a family in one step.
The CRM (under Admissions & CRM) tracks prospective families from their first inquiry to enrollment. It's a board with a column for each stage, so you always know where every family stands.
The board
Leads move left to right across these columns: Inquiry, Tour Scheduled, Toured, Waitlisted, Admitted, Lost. Each column shows a count. Drag a lead card to move it between stages. Cards show the contact, the child, where the lead came from, and how warm it is.
Add a lead
- Click Add Lead.
- Fill in the Add Lead form: First Name (required), plus last name, email, phone, child name and date of birth, desired start, preferred schedule, source, who it's assigned to, priority, and notes.
- Click Create Lead.
Convert a lead to a family
When a family enrolls, convert their lead so you don't retype anything:
- Click the lead's card to open its detail drawer.
- Click Convert to Family at the bottom.
- Confirm on the "Convert this lead to a family?" prompt by clicking Yes, proceed.
This creates a family record and marks the lead as enrolled. It can't be undone, so convert when the family is genuinely enrolling.
Troubleshooting
A lead I converted is gone from the board. That's expected. Converting marks it enrolled and it becomes a family. Find them under Families & Children → Families.