Changing a Prospect's Status

A Prospect's Status can designate whether that Prospect is on Wait List, is a Lead, or is Closed. This allows users to generate reports on prospective clients and easily see their classifications.

Mailing Lists & Labels

Marketing and waiting list management activities frequently involve sending mailings to prospective clients and/or their families.  

Prospect Management

RTasks allows users to enter prospective residents and either convert them to an active resident or make inactive (if the individual is deemed inappropriate or is not interested in moving to the facility).

ProsPex Overview

ProsPex in RTasks allows users to easily and efficiently track leads, manage a wait list, and track the progress of each inquiry.

ProsPex Terminology

Understanding  terms used in ProsPex will help you manage your waiting list more effectively.