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Adding and Editing a Prospect or Resident

Enquire Support -

Adding a New Prospect or Resident

  1. Click Add New in the upper right had corner of screen. 
  2. Click Prospect.  
  3. Fill out the Prospect form and click Add.
    Buttersworth.PNG

Editing a Prospect or Resident

  1. Navigate to the prospect you would like to edit.
  2. Click on the value of the field you like to edit (Anything underlined with a blue dashed line can be edited). Enter the information and click the blue check mark button to save any changes.General_Info_Butter.PNG

NOTE: Don't know the prospect's first and last name? We recommend using the relationship and last name of the contact as a place holder in the mean time. (ex: Friend Brown as the prospect)

Updating a Profile's Tagged Communities

  1. Click the small pencil icon  next to the list of communities a profile is currently tagged to.

         Property_Tag.PNG

  1. Click into the white space of the community pop up to show a list of the communities you can tag this individual to.
    Click_to_show_community.PNG
  2. Click the name of the community you would like to add to the individual, and then click the blue check mark button to save your selection.
    Tag_other_community.PNG
  3. This individual will now be tagged to the specified community or communities.
    Multi_Community.PNG
  4. To remove communities that an individual is tagged to, click the small pencil icon , click the small grey x next to the community you would like to remove , and then click the blue check mark button to save your selection.
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Comments

  • Avatar
    Naazmin Khan

    I have a couple and husband is now deceased. How to I reflect this in the summary? He currently shows up as 'spouse'