How to add and manage a lead in the CRM

On your MED ecare site you can add and manage prospective residents (leads) without admitting them in the ADT. You will also have the ability to set up contact details of your residents relations and store details of any communication in the CRM section on your site.

In order to do this you would need us to switch on the CRM module for your site. Please contact our support team and request this with one of our agents.

This article will guide you through the following areas of the CRM: 

• How to add a potential resident on the CRM
• Understanding the Client Status
• Related Contact Details 
• Managing a Client
• Adding Communication 
• Adding a Task 
• Adding Dates to Remember

How to add a prospective resident in the CRM

1. Login to MED ecare and go to CRM
2. Click on Manage Leads 
3. Click on 'Add Lead' to add a new potential resident or active resident to the CRM
   
   
4. Fill out all required information for the potential resident including Client Status and Birth Date.
   
   

Client Status

You should categorise your potential resident under one of the following options. You are able to manage the status as and when this changes and can filter by Lead Status when searching the CRM. 

Please select one of the 4 categories to fit the status of your client. 

• Cold Lead 
• Hot Lead
• Verified Lead
• Not Verified
  
  

Related Contact Details 

Once you have filled in the Client Information, you now need to fill in the contact details of the clients relatives. This is located under the heading Related Contact Details. 

1. Just fill in all the contact details of the relative and click Save.
2. If you have more than one contact, simply click on Add Contact to enter details of any additional relatives or contacts.
   
   

Once you have added all the required information, any saved details will show on the Manage Lead page where you can edit the information and add details of any communication with the relatives or client. 

Managing a Client

When your client has been created, you may want to add communication, add a task or enter dates to remember for this resident. This can be done in the Manage Lead section. 

On the Manage Lead page you should see a list of all clients that have been created. To manage this, simply search for and select the client you would like to edit. You can type the name in the search box or filter using the Client Status option. 

Adding Communication 

1. Search for and select your client 
2. Scroll down to Communication
3. Select communication Type
4. Select Date 
5. Enter details of your communication with the relative or client
6. Click Add
   

Once you have added all the required details, any saved communication will show under Completed Tasks & Communication
 

Adding a Task 

1. Search for and select your client 
2. On the Right Side of the screen you will see Upcoming Tasks
3. To add a new task, scroll down the page and fill out task Type
4. Enter the date the task is set 
5. Enter the task description
6. Click Add

Once you have completed all the required fields, any saved tasks will show under Upcoming Tasks. When you have completed the task, put a tick in the check box and this will move to Completed Tasks & Communication.

 Adding Dates to Remember

1. Search for and Select your Client 
2. On the right side of your screen you will see a box to enter Dates to Remember
3. Enter Type
4. Enter Date
5. Enter description
6. Click Add
   
   

Once you have saved all your required information, it will be displayed under Dates to Remember

If you need more information or support regarding the CRM feature, please contact our helpdesk using one of the following options.

Canada & United States: 1 800 387 8903 ext 3
United Kingdom: 0161 236 4576
UK freephone: 0800 802 1230

Or email: support@mede-care.com