How to Update a Foster Lead

Modified on Thu, Dec 12, 2024 at 4:26 PM

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:

  • Agency Initiated Contact Date
  • Client Responded
  • Connection Notes
  • Background Checks Approved Date
  • Date of license approval / certification
  • Inquiry Closed Date
  • Withdrawal Date



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





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