Whether Lead information was entered by the family itself via the public inquiry form or it was entered in by one of your staff members, any of it can be edited after the lead is in the system.
- Go to Admissions/Leads > Leads
- Select a record and then click the "Edit" button. This will open up what is known as the lead Edit Form.
- Look for the button titled "View/Edit Additional Lead Info" and click it:
- From here, you may edit any of the information that has been collected thus far and add new information that hasn't yet been added. For example, you may upload a picture of the lead, add an expected Class Of, add a middle name, etc.