Changing a Prospect's Status

A Prospect's Status can help you indicate whether that Prospect is on Wait List, is a Lead, or is Closed. The purpose of having this field is so you can generate reports on your Prospects, and easily see your different classifications of Prospects, Wait Lists, dates entered onto Wait Lists, etc.

The process of changing a Prospect's status is actually almost exactly the same process as converting a Prospect to a Resident. If you want to convert your Prospect to a Resident, there are only a few more steps you need to take after changing their status

To change a Prospect's Status

  • Start at the desired Prospect's Profile.
  • Go the the Prospect's Status drop-down menu
  • Change the Status from whatever it is at presently, to whatever you desire it to be.
  • If you are putting a Prospect on a Wait List, or taking them off of a Wait List, you will be asked if you are sure you want to change that Status. That's it!