Add a prospect

Platform: ResiCRM · For: Sales, Executive Director

Use the quick form while the family is on the phone. Use the full intake when you have more time.

Save a quick inquiry

1. Go to Prospects and choose New prospect.
2. Enter First name and Last name, and choose a Community. These are required.
3. Add Phone, Email, Inquiry lead source, Care interest and What brought them here? if you have them.
4. Choose Save inquiry.

Use the full intake

1. On the same form, choose Full guided intake.
2. Work through Who, Inquiry, Care preference, Financial, Daily living, Readiness and Story.
3. Choose Continue after each step.
4. On the last step, choose Create prospect.

Import a list

1. On Prospects, choose Import leads.
2. Choose a community.
3. Choose Download CSV template and fill it in. It needs first_name and last_name columns.
4. Upload your file. It can be up to 1 MB and 200 rows.
5. Review each row, then choose Import ready inquiries.

Good to know

• You become the owner of any prospect you add.
• The form warns you when a match may already exist in that community.
• Import skips rows that match by email, phone or full name.
• Read Only users cannot add prospects.

If something goes wrong

If some rows do not import, the result message shows how many were skipped or need correction. Fix those rows and upload them again.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.