Individual Types

Individuals are the foundation of Enquire and each individual type helps you keep everyone organized.

Pre-Lead


A marketing qualified lead that is not yet sales qualified.

PreLeadProfile.png

Note: Pre-Leads are not enabled by default and need to be requested as a Company Option. You can read more about Pre-Leads here. If you would like to enable Pre-Leads, please reach out to your account manager.

Prospect


A sales qualified lead you are working with.

ProspectCard.png

Resident


An individual that is now residing at your location.

ResidentProfile.png

Contact


An individual related to a Prospect or Resident. These individuals have a relationship based on your company's relationship types (i.e. Spouse, Friend, Relative, etc.).

ContactProfile.png

Referral Source


An individual like a doctor or referral agency employee referring Prospects to your company and location.

ReferralProfile.png
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