Grade leads and track referrals

Platform: ResiCRM · For: Sales, Executive Director, Regional Sales Director, Organization Admin

Each prospect record shows where the lead came from and how strong it is. Open a prospect and look at Lead origin & grade on the Overview tab.

Grade a lead

1. Review Suggested, if your organization has suggestions on. It uses contact details, fit, timeline and whether a decision maker is on file.
2. Choose Accept suggestion to use it, or choose Edit lead details.
3. Set Lead grade to Great, Good, Poor or Unqualified.
4. For Poor or Unqualified, choose a Grade reason. The reason Other needs a Grade note.
5. Choose Save lead details.

Record a referral

1. Choose Edit lead details.
2. Pick the Catalog source and Referral type.
3. Fill in the referrer fields that appear.
4. Choose Save lead details.

Leaders can record a reward with Edit reward. Reward statuses are bookkeeping only. They do not pay anyone.

Manage sources and partners

Community leaders can do this.

1. Go to Leads.
2. Open Lead sources or Referral Partners.
3. Choose Add source or Add partner.
4. Fill in the form and pick the Owning communities.
5. Choose Save source or Save partner.

Good to know

• Grade history on the record shows every change and who made it.
• Archive a source or partner to hide it. Tick Include archived to see it again.
• Internal transfer sources ask for the current resident and care levels.
• The suggestion is optional. Counselors can always grade by hand.

If something goes wrong

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.