Marking a lead/child as a Lost Opportunity means that you will no longer try to get the child enrolled.

Step 1: Find the lead or child. 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 and know the lead’s/child’s current status…. 

  • 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:  Determine whether the lead has any children in the system:

Step 3: Click on the row containing a child to be marked “Lost Opportunity”.

Step 4: On the “View Child” screen, click the “EDIT” button at the bottom of the screen or click “Edit” in the upper right toolbar.

Step 5: On the “Modify Child” screen, change the Child Status to “Lost Opportunity”.

Step 6: On the “Status Change Alert” window, add the relevant information and then click the “SAVE” button.

Do steps 3 thru 6 for each child.

Step 3: On the “Manage Lead” screen, click the “Activities” tab (arrow A) and then click “+ Add Event” (arrow B).

Step 4: Fill out the “Add Event” screen.  Wait to change "New Status" to "Lost Opportunity" last.

Step 5: On the “Status Change Alert” window, add the needed info and then click the “SAVE” button.

Step 6: Click the "SAVE" button.

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