Leads
Create, manage, and edit your leads.
- Adding and Editing a Prospect or Resident
- 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 Leads
- Convert a Prospect to a Resident
- Add a Referral Source