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# Lead CRM - New Enquiry for an Existing Family

# Lead CRM - New Enquiry for an Existing Family

This article will assist you with adding a new Lead to an Existing Family 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 Family, this will need to be created as a **NEW** Lead.

###### Scenario 1

An Existing Family has contacted the Service directly and would like to add a new child onto your Waitlist.
* The existing child attends **Centre A**
* The new enquiry is for **Child 2** at **Centre A**

###### Scenario 2

An Existing Family has contacted the Service directly and would like to enquire about attending a different Service for your Organisation.

* The existing child attends **Centre A**
* The new enquiry is for ** the existing Child ** at **Centre B for the same Company**

### 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.

|| If they are **not** displaying as an Existing Family follow the process here: [Lead CRM - Adding an New Lead to an Existing Enquiry](https://help.xap.rocks/en/article/lead-crm-adding-a-new-lead-to-an-existing-enquiry-1hiagx8/)

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


You can also run a search on the Waiting List Screen to see if they have an existing Lead/Enquiry.

1. Select the **Waiting list** screen
2. Use the **Search** option to search on if they have an existing enquiry
3. Select **Search**

![](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.

| If they are not displaying as an Existing Family please follow the process here: [Lead CRM - Adding a new Lead to an Existing Enquiry (New Family)](https://help.xap.rocks/en/article/lead-crm-adding-a-new-lead-to-an-existing-enquiry-1hiagx8/?bust=1622064810826)

If they are displaying as an Existing Family:

1. Select the **Waiting list** screen
2. Select the **Green +** Add button to add a new Lead


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1f9546o.png)

###### Scenario 1 - New Child Existing Family

1. Select the **Service** for the new child
2. Select **Existing Family**
3. Search on the **Existing Family** name
4. Add in the new **Child Details**
5. **Other Information** can be added if required
6. Add in **required care start date**
7. Select **Days of interest**
8. Add in details around **flexibility of care or days**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_11g1rnt.png)

9. Select if they would like to **book a Tour**
| To assist you further with Tours see: [Lead CRM - Managing Leads & Tours](https://help.xap.rocks/en/article/lead-crm-managing-leads-tours-165k3b1/)
10. Add in **Marketing information**
11. Select **Save**

###### Scenario 2 - Existing Child, Existing Family - New Service/Same Organisation

1. Select the new **Service** for the existing child
2. Select **New Family** as it is a **NEW Family** for the **NEW Service**
3. Search on the **Existing Guardian** name, the information will pre-populate
4. Search on **Existing Child**, the information will pre-populate
5. **Other Information** can be added if required

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1fua14o.png)

6. Add in **required care start date**
7. Select **Days of interest**
8. Add in details around **flexibility of care or days**
9. Select if they would like to **book a Tour**
| To assist you further with Tours see: [Lead CRM - Managing Leads & Tours](https://help.xap.rocks/en/article/lead-crm-managing-leads-tours-165k3b1/)
10. Add in **Marketing information**
11. Select **Save**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1d7lce3.png)


|| 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/)