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  3. Leads

Leads

Create, manage, and edit your leads.

Follow New articles New articles and comments
  • Adding and Editing a Prospect or Resident
  • Individual Management - Duplicate Merging and Linking
  • Add and Edit Notes
  • Admissions Checklist
  • Location Tabs and Internal Referral
  • Digital Lead Functionality
  • Text Surveys
  • Internal Referral Button
  • Require a Referral Source
  • Pre-Leads
  • Activity "For" field
  • Do Not Call Registry verification
  • Alerts and Notifications
  • Complex Reassignments of Leads and Activities
  • Reassign Leads and Activities
  • Convert a Prospect to a Contact
  • New Profile Contact Cards
  • Sticky Notes
  • Merge Duplicate Profiles
  • Watch List
  • Changing the Initial Method of Inquiry
  • Lost and Unqualified Individuals
  • Convert a Prospect to a Resident
  • Add a Referral Source

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