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 have them stored in the CRM section on your site.
- 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