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# Lead CRM - Converting a Lead to an Active Family

# Converting a Lead to an Active Family

Xap's Lead screen allows you to view and manage Leads for your service.
For services who are provided with a list of families for booking e.g. Victorian Kindergartens, you are able not only to **import** a leads spreadsheet but **bypass** the Waitlist process by converting them directly to the Families Screen.

You will have the ability to convert a lead to an Active family, **Individually** as well as in **Bulk**.

Leads can still be managed the same way by:
* Importing the Leads directly into Xap see:[ Importing Leads into Xap](https://help.xap.rocks/en/article/lead-crm-importing-leads-1hubrrm/)
* Creating manually by the Service into Xap
* Link on your services website see: [Guardian booking a Tour](https://help.xap.rocks/en/article/lead-crm-guardian-booking-a-tour-1bfcyru/)
${vimeo}[Converting a Lead to an Active Family](1142316751)

### Converting a Lead to an Active Family - Individually

Within the Leads & Waitlist Screen - Leads Tab:

1. Select the **3-dot** menu next to the lead
2. Select **Convert to Family**
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_19mi28e.png)
3. Add **Booking Dates**
4. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_19g18l5.png)
### Converting a Lead to an Active Family - Bulk

Within the Leads & Waitlist Screen - Leads Tab:
| Note: In the example below we have changed the view from **Card view** to **List view** before actioning. This bulk action can be run in either view. Apply **Filters** to refine the list.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1pycz9w.png)

1. Select each **lead** to be converted
2. Select **Bulk Action** 
3. Select **Convert to Family**


![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_ory19o.png)
4. Add in **Booking Start Date** (Booking end date can be added as required)
5. Select **Save**
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1pf0c5b.png)
### Enrolled Status

**The Lead/s have now moved to the Enrolled Status.**
|| Note: For CCS Services, the CCS enrolment will also be created from the bookings start date

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1o7eetp.png)

The Family & Child are now active at your Service.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_10z3iu3.png)

### Request Family to complete Enrolment form

You can request Families to complete the full enrolment form by:

1. Select the Families screen > **Children's** Tab
2. Select the **3-dot** menu next to the child
3. Select **Edit** from the drop-down menu

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1lopfjx.png)

4. Tick **Open short form**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_24hrb0.png)

5. Tick **Request the parent to complete the enrolment form**
6. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1hswdk4.png)

The Guardian will receive the below email, this email template can be customised as required. see: [Customising Xap Email templates](https://help.xap.rocks/en/article/how-to-manage-email-templates-qzhvr8/)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_13ob75c.png)