How do I view and edit lead information?

Learn where to view lead information and how to edit lead information

What's included in this article?

You can view and edit lead information using the Admin Actions menu:

There are many options available when you choose "Edit/View Lead Info". This action gives you a pop-up that takes you to the Lead Information section. This is where you can manage the guardian information and any attached student information. 

Note: The profile and activity log will be automatically filtered to the student whose row you selected.

In the Lead Information screen, you are able to update the individual lead's stage, status, lead source, and lead source detail. The guardian's name and contact information can also be edited along with any associated student information.

 

 

At the top right, you'll see the name of the guardian associated with the lead. To the left, you'll be able to link existing information to the lead. 

 

Clicking "Link Lead Information" will give you a second pop-up with options to search for a guardian or a student to link to the lead. Search by ID, first name, or last name to find the user and link them to the lead. 

Choose the result that should be linked to the lead and save by selecting "Link Selected". Use this option if a guardian account or student profile exists in Enroll already and hasn't automatically linked to the generated lead.