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Convert a Prospect to a Contact

Enquire Support -

Sometime we know that a prospect may come in from the web or a referral agency with no associated contact. When that happens you may call the person or speak with them and realize they are the adult child. In this case, you will convert the person to a contact and add a prospect. If you don't know the name you can enter a generic first name and copy the contact's last name. Ex: "Unknown McFly" or "Mom McFly" to hold the place. 

 

  1. Go to the profile with the prospect and select the arrow icon on the card and select New Prospect & Convert to Contact
  2. This will prompt you to enter the prospect name and relationship of the contact to the prospect (i.e Daughter or Son)
  3. Enter the prospect information and click SAVE
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