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# Lead CRM - Adding a new Lead to an Existing Enquiry

# Lead CRM - Adding a new Lead to an Existing Enquiry

This article will assist you with adding a new Lead to an Existing Enquiry for your Service.

### Overview

A Lead is per the Guardian, Child and Service/s the enquiry was for.

If a new enquiry comes through for an existing lead, this will need to be created as a **NEW** Lead.

###### Scenario 1 
A Lead is displaying on the Waiting list screen under the Leads Tab that is not a Waitlist or Enrolled Status.
* The enquiry s is for **Child 1** at **Centre A**
* The new enquiry is for **Child 1** at **Centre B**

###### Scenario 2

A Lead is displaying on the Waiting list screen under the Leads Tab that is not a Waitlist or Enrolled Status.
* The existing enquiry is for **Child 1** at **Centre A**
* The new enquiry is for **Child 2** at **Centre A.**

### To add the Lead into the Program.

| Always do a Global Search to confirm the family isn't already an existing Family for a Service for your Organisation.

Select the Global Search on the top toolbar of the program, and search on the Family details.


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_hxl3c4.png)

|| If they are displaying as an Existing Family follow the process here: [Lead CRM - New Enquiry for an Existing Family](https://help.xap.rocks/en/article/lead-crm-new-enquiry-for-an-existing-family-2jln5i/?bust=1622066828691)

### If they are not displaying as an Existing Family

1. Select the **Waiting list** screen
2. Use the **Search option** to search on if they have an existing enquiry
3. Select **Search**
| Check to see if there are any existing leads for the same Family.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1stc5vi.png)

This will display if there are any existing Leads for the same Guardian or Child.

| Note: If it is a new enquiry that is different to the existing enquiry, a NEW Lead will need to be create.

4. Select the Green Add button to add a new Lead

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1dzeccl.png)

5. Select the **Service** the enquiry is regarding
6. Select **New Family**
7. Add in the **Guardian details**
8. Add in the **Child details**
9. **Other information** notes can be added

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_m4q2dk.png)

10. Select the **Care Required Date**
11. Select **days of interest**
12. Select **Yes** or **No** to book a Tour
13. Add in **How did they hear about the Service**
14. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_7iacku.png)

There will then be 2 leads for the same **Guardian/Family**, as the Lead is per Child to allow individual Offers to be sent out per child.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_xrrk4e.png)

|| If the new enquiry is for an existing Account see: Lead CRM - Adding a new Lead onto an Existing Family

|| To assist you further with managing Waitlist enquiries see: Xap Help Guides , [Help Page - Lead CRM & Managing Waitlists](https://help.xap.rocks/en/article/help-page-lead-crm-managing-waitlists-guides-videos-xwnexf/)