|Permissions control the ability of your Users to see certain data and take specific actions. Before moving forward review User Permissions for the Lead File.|
Jackrabbit’s Lead File is a simple contact management system that maintains family information separately from your regular Jackrabbit database. It’s a great place to maintain and market to dormant customers and prospective customers.
The Lead File is located under the Families (menu) > Lead File and allows you to:
- Directly enter prospective customer information
- Move (or archive) inactive families individually or in mass
- Email families individually or in mass based on specific search criteria
- Export data to Excel
- Print mailing labels
- Restore (or move) families back into your main Jackrabbit database
Families in the Lead File are NOT part of your Jackrabbit subscription fees, and you can maintain an unlimited number of families in the Lead File without increasing your subscription fee!
1 - Main contact information for the Billing Contact.
2 - One student is listed in each Lead File record.
3 - Family user-defined fields.
4 - Notes include last class enrollment.
5 - Contact information from Family record > Summary tab.
6 - Miscellaneous Family information.
Frequently Asked Questions
Q. Can the families in the Lead File use the Parent Portal?
A. No. Families/Contacts in your Lead File do not have an email address in your main database, therefore, they can NOT access the Portal. Refer to Restore a Lead to your Main Database article to enable a family in your Lead File to use the Parent Portal.
Families archived in your Lead File are not searched in the duplicate detection process. If a family you have archived to the Lead File registers again with you online, Jackrabbit will not detect them as a duplicate and a new family record will be created. The lead file record should be restored and the accounts merged.