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.
Articles in this section
- 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