Creating a New Lead

1. Within the left Navigation bar, navigate to the “Leads” section under management

2. Click on the blue “Lead” button on the top left of the page

3. Fill out all the fields under General Information, Primary Guardian, and Child to the best of your ability.

a. Note that some functionality may be locked out if all the fields are not completed within the lead section.

4. Click on the blue “Save” button on the top left to save the lead.

a. If you are adding multiple leads you can do “Save and add another”