Training
Learn all about Enquire.
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Getting Started
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Template Merging
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Senior Living Dashboard
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Enquire Calendar
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Individual Types
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Activate your Enquire CRM account
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Email Templates
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How To Change Your Time Zone
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Exporting an Advanced Search or Saved List
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Master Type Descriptions
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SSO with On-Premise Active Directory
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Required Fields
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Basic User Training
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Enquire CRM Recommended System Requirements
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Sign in to Enquire CRM
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What is EnquireCRM?
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Navigating the Dashboard
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Using Basic Search
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Enquire Mobile App
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Template Merging
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Leads
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Adding and Editing a Prospect or Resident
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Individual Management - Duplicate Merging and Linking
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Add and Edit Notes
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Admissions Checklist
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Location Tabs and Internal Referral
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Digital Lead Functionality
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Text Surveys
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Internal Referral Button
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Require a Referral Source
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Pre-Leads
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Activity "For" field
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Do Not Call Registry verification
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Alerts and Notifications
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Complex Reassignments of Leads and Activities
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Reassign Leads and Activities
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Convert a Prospect to a Contact
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New Profile Contact Cards
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Sticky Notes
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Merge Duplicate Profiles
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Watch List
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Changing the Initial Method of Inquiry
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Lost and Unqualified Individuals
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Convert a Prospect to a Resident
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Add a Referral Source
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Adding and Editing a Prospect or Resident
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Relationships
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Activities
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Transactions
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Campaigns
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Inventory
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Reports
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Using the Advanced Search and Lists
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Standard Reports in Enquire Analytics
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Enquire Analytics Report Changes
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Sales Pipeline Report
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Report Pinning
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Standard Reports
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Report FAQs
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Complex Searches in the Advanced Search
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Exporting Advance Searches to Excel
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Searching for Referral Companies
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Common Advanced Search Examples
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Saving and Utilizing Lists
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Pull a Primary Contact Mailing List
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Using the Advanced Search and Lists