Use the pipeline and tasks

Platform: ResiCRM · For: Sales, Executive Director

Pipeline shows where each family stands. Tasks shows what you need to do next.

Move a family to a new stage

1. Go to Pipeline.
2. Drag a card to another column: New, Active, Hot, Nurture, Moved in or Lost.
3. To use a menu instead, open the prospect and change the stage menu at the top. Use this on a phone or tablet.

Every move is written to the family's activity history.

Add a task

1. Go to Tasks.
2. Choose New task.
3. Enter the Task, Due date and Priority.
4. Pick a family under Family (optional).
5. Choose Add task.

Finish a task

1. Tick the box next to the task.
2. Choose Show completed to review finished tasks.

Good to know

• Tasks are grouped under Overdue, Today and Upcoming.
• Priority options are Low, Normal, High and Urgent.
• The number on a card shows days since last contact.
• Hot families are the ones to call first.
• A task linked to a family feeds that family's Recommended next step.
• The stage cannot be changed on a prospect who has moved out.

If something goes wrong

If a card snaps back, you may not have edit access, or the record may have changed. Refresh the page and try 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.