Prospects
Prospects are?
Clients that have expressed interest in your agency but have yet to be converted to Clients.
What report can you use to track your progress on converting prospects to clients?
A custom Sales Pipeline report.
What are the two ways to add prospects into ClearCare ?
The Initial Call Form and the +Add Prospect button
Can you deactivate a Prospect's profile ?
Yes
After saving the Initial Call Form, ClearCare will automatically Create what for the new prospect ?
A profile page
Can you delete a prospects profile?
Yes
Once the Initial Call Form has been submitted what two status's automatically update?
"Initial Phone Call" and "New Lead"
Can you text a prospects profile?
No, only active caregiver profiles can be text messaged
What is the best way to enter new leads into the system?
The Initial Call Form
Once a prospect's profile is deactivated it can be viewed where?
Under "Show Inactive "