# Follow a lead through tours and enrollment

Category: Families and enrollment

Updated October 22, 2026. Confirm the correct school and role. Every lead, regardless of source, must enter BEE Suite. These are instructions; no live action is demonstrated here.

1. Open **Enrollment CRM → Leads**, confirm the school, and search the prospective family before adding a lead. Record the source, program interest, named owner and next follow-up.
2. Use **Pipeline**, **Tours** or **Waitlist** to record the actual next step. Record a scheduled, attended, rescheduled or canceled tour without inventing an enrollment.
3. If paperwork is needed, select the lead and use **Send registration form**, reviewing the recipient before sending. For the direct school link, open **Dashboard → Explore dashboard details → Registration and enrollment forms**. Choose the correct school card → **Copy registration link**; confirm the school in **Preview form** before sharing.
4. Review the submission under CRM **Application Submitted** and **Registration Packets → Forms**. Reconcile the existing lead, packet and any saved family before creating a new family; a submission is not proof of completed enrollment.
5. Verify the saved family, guardian, child, enrollment status, start date and classroom. Parent Portal invitations are separate and follow only after these records are saved and verified. Use the [registration and invitation guide](/resources#director-parent-invites).
6. For the parent referral program, record who referred the family and follow the same process. Parents earn one week of free tuition for every referred family who enrolls. Confirm the earned week with the director; the referral graphic does not create automatic billing credits or cash payouts.
7. Reopen the record and confirm the owner, next action, follow-up date and evidence for each completed stage.

## Verify the result

Lead capture, tour outcome, registration submission, enrollment and parent access each have their own verified state. Return to the [director take-home hub](/resources/director-training).

## If something goes wrong

Stop if the school, family or child is wrong. Do not send another form or create a duplicate family because a result is unclear. Wait for pending work and reopen the original record before retrying.

Workflow checked against the current Dashboard registration-sharing card, Enrollment CRM and Registration Packets UI. Existing narrated tutorial is a procedure using synthetic examples, not a recording of a completed production action.