If you need to change the lead that an application is tied to then you have found the right place! This can be very helpful if you have duplicate leads and need to change which lead the application is tied to. This may not be the only reason you need to change the lead an application is tied to but these steps apply to any situation when this is necessary.
- Go to Admissions/Leads > Online Applications > Submitted/Pending Applications. This table will show you all of the applications you have created.
- Start by filtering for the application you need.
PRO TIP! You can use the upper-right search box and search for first or last name of the lead or parent.
- Select the lead and click Change Lead.
(Right-click and open image in new tab to enlarge)
- Select the New Lead to attach application to from the drop-down menu. Click Move Application and this will change the lead the application is tied to and you are done!
PRO TIP! You can search by first or last name in drop-down menus!