Step 1: Find the Lead. There are several options: 

Option A: 

  • Start typing the Child’s name or the Lead’s name, phone number or email address in the upper right search bar. 
  • Click the Child’s or Lead’s name when it appears. 

 Option B: If you’re logged into a specific location….

  • On the Home tab, click the “All Active” status tab.
  • Click the Lead’s/Child’s row in the resulting list.

 Option C: If you’re logged into a specific Location…. 

  • On the “Home” tab, either click the Lead’s/Child’s status tab or click the status column in the “Active Opportunity Pipeline” chart. 
  • Click the Lead’s/Child’s row in the resulting list.

Step 2: On the “Manage Lead” screen, under “Tasks to Do”, click the “Tour” task.

Step 3: On the “View Task” window:

  • If you’re canceling the tour, click “CANCEL TASK” and then click the red “CANCEL” button to confirm.
  • If you’re rescheduling or editing, click “Edit”, make whatever changes are needed, and then click SAVE. 

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