Add family contacts and documents

Platform: ResiCRM · For: Sales, Executive Director

Keep family details and paperwork on the prospect record.

Tell the family's story

1. Open the prospect and choose Story & family.
2. Choose Edit life story.
3. Fill in the sections you know, such as What matters most and Known objections.
4. Choose Save changes.

Add a family contact

1. On Story & family, choose Add family contact.
2. Enter Full name, Relationship, Email and Phone.
3. Add Perspective, Motivators and Concerns and objections.
4. Tick Decision maker or Power of attorney if they apply.
5. Choose Save contact.

Marking a decision maker also feeds the suggested lead grade.

Upload a document

1. Open the Documents tab.
2. Choose Upload document.
3. Pick a Document type.
4. Choose Choose file, then choose Upload.

You can upload PDF, images, Word, Excel, text or CSV files up to 20 MB each.

Find or download a document

1. Use Search documents or All document types.
2. Choose the download icon next to a file.

Good to know

• Documents are private to the prospect record.
• You can change the type on documents you uploaded.
• Executive Directors and Organization Admins can archive a document. The file is kept.

If something goes wrong

If an upload fails, check the file type and size. Empty files are not accepted.

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.