How Families Fill Out an Inquiry Form

Learn more about the family-facing inquiry process

  1. Families begin by filling out your Inquiry Form (typically embedded in your website)

    If you'd like to learn more about embedding your Inquiry Form in your site, check out this article!

    1. If you have multiple locations, families are able to select which location(s) for which they are interested. CRM+ makes sure not to create duplicates for each location.
  2. Upon submission, new inquiries appear in the CRM+ New Lead Journey Pipeline. Find it by navigating to CRM > CRM+ > Leads > View CRM > Children
  3. The new inquiry is automatically placed into the New Lead stage