How to add a lead manually

1. Navigate to the Admission Tab in the blue navigation bar.  Scroll down to Leads+ Add/Edit. 

2. Enter as much information as you have about the New Lead and click Save. The following information is required to add the Lead:

  • Last Name
  • First Name
  • School: the School the lead is interested in
  • Campus: the Campus the lead is most interested in
  • Lead Status: select “New Lead” from the drop-down
  • Admissions Rep: select the owner of the Lead
  • Lead Source: select where the lead heard about the institution from
  • Primary Program: select from the drop-down the program that the lead is interested in.