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 2: Filtering Leads, Referral Sources, Special Features, and Widget Overview

Adam MED e-care

October 17, 2022 14:40
Updated

Learn how to filter leads, enter referral sources and review the communication widgets, calendar, and Sales Pipeline. Also, review the CRM's special features. This is session 2 of 3 in our Sales CRM series.

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