Find, assign and archive prospects

Platform: ResiCRM · For: Sales, Executive Director

The Prospects page lists every family you can access.

Find a prospect

1. Go to Prospects.
2. Use Search name, email or phone.
3. Filter by status, community, owner or sales team. My prospects shows the ones you own.
4. Switch between card view and table view with the two icons at the top.

Assign an owner

1. Open the prospect.
2. Under the name, choose Assign.
3. Pick a Sales team and a Primary staff owner.
4. Choose Save ownership.

Other colleagues in the community can still help with that family.

Set up a sales team

Leaders can do this.

1. On Prospects, choose Sales teams.
2. Choose New sales team.
3. Enter the Team name, pick the Community and tick Team members.
4. Choose Save sales team.

Archive or restore

1. Open the prospect and choose Archive.
2. To see archived records, choose Archive on the Prospects page. The button changes to Viewing archive.
3. Open a record and choose Restore to bring it back.

To archive several, use table view, tick the boxes and choose Archive.

Good to know

• Last contact turns to a warning color after 14 days.
• Owner inactive means the assigned person is no longer active. Assign someone new.
• Sample marks a record made for training or testing.

If something goes wrong

If you see "Prospect not available", it may be archived, or it may belong to a community you are not assigned to.

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.