Dashboards - General
Sales CRM Part 1: Lead Entry, Communications, and Resident Conversion
Sales CRM Part 2: Filtering Leads, Referral Sources, Special Features, and Widget Overview
Sales CRM Part 3: Sales CRM Analytics and Reports
How to add and manage a lead in the CRM
How to convert a potential resident to an admitted resident on the system

Sales CRM Part 1: Lead Entry, Communications, and Resident Conversion

Adam MED e-care

October 17, 2022 14:39
Updated

Learn how to enter a prospect and inquiry, management of the prospect and inquiry record, conversion to a resident, move in and move, and unit transfer process. This is session 1 of 3 in our Sales CRM series.

Click here to see the video

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

Related articles