The Use the Leads module to process re-enrollments client setting will need to be selected when using BigSIS to track your re-enrollment. This setting is what will allow you to create re-enrollment leads, create all of your contracts immediately (optional at time of re-enrollment), and re-enroll each of those re-enrollment leads immediately (optional at time of re-enrollment). NOTE: you will need to select this option if you are tracking leads in BigSIS. Even if you are not using BigSIS contracts, but still want to track your re-enrollment leads in BigSIS, you will need to select this option.
- Go to System > Settings > Client Settings
- Click the Leads (Inquiries & Applications) tab. Select
- Important: You will need to refresh your BigSIS site once you save this setting! Here are two views, one with the setting turned on and one without, to help you confirm if your setting was saved correctly.
- Setting turned on:
- Setting turned off:
- Setting turned on:
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