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 editing a TASK, under “Tasks To Do”, click anywhere on the row of the task to be edited:
  • …if editing an EVENT, first click the “Activities” tab and then under “Past Activities” click anywhere on the row of the event to be edited:

Step 3: Click "EDIT" the button.

Step 4: Finish your edits and then click the "SAVE" button.

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