To manually add a task or event:

Step 1: Find the lead that the task or event affects. 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…

  • …if adding a TASK, click “+ Add Task”:
  • …if adding an EVENT, first click the “Activities” tab and then click “+ Add Event”:

Step 3: Fill in the information on the screen that appears. 

If a pop-up window appears, provide the requested information. (This frequently happens when a task or event changes the status of a lead or child).

Then click the “SAVE” button (or "SAVE + NEW TASK" if the lead is still active, isn't waitlisted or registered yet, and doesn't have any other tasks scheduled).

Did this answer your question?