How to add leads? What are the types of lead status?

Posted on: 3/31/2025 7:42:55 AM
Replied by : support@icaresoftware.com

Click on "Leads" in the left panel to navigate to the Leads page.

How to add Leads?

Leads can be added in two ways:

  1. Self-Registration – When prospective parents inquire via the self-registration page, they automatically appear as leads on the leads page. After this parents need to enter child details.
  2. Direct Entry – Admin can manually add prospective parents and children as leads directly from the leads page.

Types of Lead Status:

  • New Leads – Newly added leads that are still on hold.
     
  • Toured/Interested – Leads that have shown interest or taken a tour of the center.
     
  • Converted – Leads that have become active.
     
  • Leads Lost – Leads that have decided not to proceed with the center.
     
  • Enrolled – Leads that have enrolled their child in a program or class.

Important: Lead status cannot be changed directly from New Leads to Converted or Enrolled. To proceed, the admin must first update the status to Active from the child's profile page.

 

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