How to Update A Foster Lead

Modified on Wed, Jul 31 at 7:09 AM

There are certain fields you will be able to update as you move a lead through the certification process. 


Instructions to update foster leads


Step 1: Login to the portal, go to Leads > Ready Now Leads


Step 2: Click on the lead’s name in the table to access all details for that record


Step 3: Scroll down to find the Lead Timeline Form.   Here you will be able to update the fields:

  • Date of initial follow-up
  • Training graduation date
  • Date of license approval / certification
  • Date of first placement
  • Explain the actions under this step



Step 4: Be sure to click “save changes” to save all updates to the record.






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