Family - Lead Management, Adding Activity/Calendar Events
  • 01 Dec 2023
  • 1 Minute to read

Family - Lead Management, Adding Activity/Calendar Events


Article Summary

Adding an Activity

Once a family has been added and saved on the Lead Management page, an Activity section will appear. Activities allow users to track interactions with families prior to a student being accepted into the center. To add a new activity, follow the steps below:

  1. Click Actions under the Activities section

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  1. Select New Activity

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  1. Under the Lead Activity section, use the Status drop-down and select a status
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    • Active - the activity is currently active
    • Closed - the activity is closed
    • Complete - the activity has been completed
  2. Complete the Activity section

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  • Activity Type - select the type of activity (setup in Valid Values under Activity Type)
  • Activity Date - select the date of the activity
  • Campaign - select the campaign (setup in Valid Values under Campaign Type)
  • Activity Complete Date - if there is a date the activity was completed, select from the calendar
  • Description/Notes - enter a description of the activity or any necessary notes
  1. Enter the Follow-up details

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  • Follow-up Type - select the follow-up type (setup in Valid Values under Followup Type)
  • Follow-up Date - select the date to follow-up with the guardian
  • Follow-up Notes - enter any follow-up notes necessary
  1. Click Save. All added activities will appear in the Activities section

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Adding a Calendar Event

Calendar events, such as a phone call or tour, can be added to a lead. Follow the steps below to add a calendar event to a family:

  1. Locate the Calendar Events section and click Actions

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  1. Select New Calendar Event

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  1. Ensure the information in the Lead Calendar Event section is correct. This information automatically populates based on what was entered when creating the lead

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  1. Complete the Calendar Event section
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    • User ID
    • User Search - search and select the name of the user assigned to the calendar event
    • Status - select if the status is Active or Completed (these options are setup in Valid Values under Lead Calendar Status)
    • Activity - select the activity from the drop-down (setup options for this in Valid Values under Activity Type)
    • Start Time - enter the start time of the event
    • Duration Hrs/Mins - select how long the event will last in hours and minutes
    • Notes - enter any notes regarding the calendar event
  2. Click Save to complete the creation of the calendar event


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