From Inquiry to Start of Care
Every family who calls or fills in your interest form becomes a lead in the CRM. The board shows where each one stands, and the lead's Next step tells you what to do so nobody is forgotten.
Video coming soon
What you’ll learn
- Add a lead or collect them with your interest form
- Move a lead from new to signed on the board
- Turn a signed lead into a client in one step
Step by step
Capture the lead
Choose CRM, then Add lead to enter a family by hand. Your interest form, set up in Lead setup, adds new inquiries to New on your board, and urgent answers are marked as urgent.
Work the board
Leads move through New, Contacted, Assessment scheduled, Proposal sent and Signed. Open a lead to see its details, its activity and its Next step.
Book the assessment and send the proposal
From the lead's Next step, book the in-home assessment on your calendar, then use Send proposal to email the family your care proposal.
Convert to client
When the family signs, use Mark signed if they signed on paper, then Convert to client. Their details carry over into a new client record, ready for a schedule.
