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 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: On the “Manage Lead” screen, click the “Additional Contacts” tab and then click “+ Add Contact”.

Step 3: Add information about the new contact and then click “SAVE”. 

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