Lead & Referral Information

When entering a new Resident or Prospect you can specify your Lead and Referral information.  This information is displayed on reports such as:

  • Client Activity
  • Prospect Referral Summary - Alt

If the information was not entered correctly or if it needs to be edited, using the following steps will allow you to access/edit the information.

Prospect Information:

  • Start at the Home -> Prospect tab and press the "Go" button to open the Prospect Profile

  • View or Edit the Referral information as needed

Resident Information:

  • Start at the Home -> Resident tab and press the "Go" button to open the Resident Profile

  • Click the "Status History" button

  • Click the "Prospect History" button

  • The "Prospect Profile" will open - If the Resident was NOT previously a Prospect a BLANK Prospect Profile will be created