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Ideas Portal
For Studio Pro
Categories Leads and Prospects
Created by Studio Director
Created on Jan 28, 2022

Automatic "Lead/Prospect" for Incomplete Registration

It would be extremely helpful if a parent who never finishes online registration automatically is added to the leads and prospects lists and marked as "incomplete registration". And if and when they finish registering it automatically takes them off the list. Also, it would be helpful if the system alerted them when they try to create an account if they already have one. I have several duplicates from people who start but don't finish registration....then come back and create a new account weeks later.