CRM
CRM
- 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