How to add a form to the Leads Family

Modified on Sun, 31 Aug at 5:04 PM

Daily Connect provides a "CRM'-style feature to help you track families interested in your programs.

You can now add a form to the "Leads Family' section. For example, if you're using the store to connect to your website, you can enable booking a tour or signing up for more information.

You can send this information to the Leads family by following these steps:

1. Log in to the Web App and click "Enrollment."

3. Click "Store"

Select the product you want to view. Click "View."

5. Click on the form (s) you want to move.

6. Click on the three dots.

7. Click "Add to Lead Families"

8. Now this form has been moved to the Lead Families. You can click "View Lead families" to see the information.