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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