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 “Edit Lead” in the upper right task bar.

Step 3: Make whatever changes are needed. Then click the “SAVE” button at the bottom or click “Save” in the upper right toolbar.

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