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Enquire CRM Help Center
Training
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