> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.xap.rocks/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Lead CRM - Manually Creating a Lead

# Lead CRM - Manually Creating a Lead

As a Service, you may have families who contact you directly to enquire about care for their child, this may be via:
* Phone
* Dropping into the service
* Social media marketing

### Manually creating a Lead

To create a lead directly into Xap, from within your Waitlist & Tours screen select the green **+ add** button.
| Note: Leads can also be imported into Xap see: [Lead CRM - Importing Leads](https://help.xap.rocks/en/article/lead-crm-importing-leads-1hubrrm/?bust=1757635630305) or [Importing & Managing Leads video](https://vimeo.com/1122101027?share=copy)
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_55eh50.png)
1. Select **New** or **Existing Family**
2. Add in **Guardian** Contact details (note the mandatory fields with the${color}[#e11414]( *))
3. Add in the **Child** details and **other information** if applicable
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_jmqvkh.png)
4. Add in the **booking** request information
5. Select **Yes** or **No** to creating a Tour or sending a request to the Families to book a Tour
6. Marketing details can be added in as required
7. Select **Save**
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_mf88a.png)

# Email Templates
###### Send Enrolment Confirmation email template
1. Select to view and confirm enrolment information.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_5ce7p5.png)

2. The Guardian will be prompted to verify their details with their mobile number to manage the changes.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_inzge3.png)
3. Then directed to the **Lead** enquiry page to complete the missing mandatory fields.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_3vses0.png)



### Request Guardian to book a Tour email

1. Click to manage their booking enquiry.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_ptz18n.png)
2. Manage their details or book a tour
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1ur3zgl.png)