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. This includes their name, date of birth, gender, the program they are tied to, the academic year they are tied to, and more.
- Go to Admissions/Leads > Leads
- Select a record and then click the Edit button. This will open up the Edit Lead page.
- Click the button titled View/Edit Additional Lead Info
- From the Lead Information screen, 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 a note, add an expected Class Of, add a middle name, etc.
PRO TIP! Click Change Program or Change Academic Year to edit this information for the lead record. You might use the Change Program option quite often when getting your Early Childhood contracts set up for re-enrolling students!
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