How to Register & Waitlist A Family
- When a family has filled out your Inquiry Form, they will show up as a new Lead in CRM+ > Leads > View CRM > Children
- From here you'll see all your Leads in their stages on a Kanban board
- Drag the new Lead's card into the Closed Won stage
- A dialog box will appear allowing you to set the Outcome Reason for that child
- Navigate to Inquiries > CRM+ Inquiries
- To Enroll a child
- Click the Plus Sign to Enroll the child
- You will be taken to the New Profile screen to create their account in Kindertales
- To Waitlist a child
- Click the child's row
- Scroll down to the Application and Waitlist Management section in the child's CRM+ profile
- Click Add to Waitlist