# Follow a lead through tours and enrollment

Source-reviewed step-by-step lesson. Instructional slides, not a recording of a completed live action.

## Step 1

Open Enrollment CRM → Leads and confirm the school and exact prospective family.

## Step 2

Review existing contact information, child age/program interest and prior follow-up before adding another lead.

## Step 3

Use Pipeline, Tours or Waitlist for the next school-approved step; record the actual status rather than an assumed milestone.

## Step 4

When an enrollment packet is needed, select the lead and use Send registration form. Review the recipient before sending.

## Step 5

Once the saved family, guardian and child are verified, use the separate parent invitation workflow.

## Step 6

Confirm the next follow-up owner and date; verify enrollment and classroom state in the child record.

## Verify the result

Lead follow-up, registration, enrollment and parent access have distinct verified states.

[Related guide](../guides/46-follow-a-lead-through-tours-and-enrollment.md)