The Prospect Profile screen was designed to give users a quick overview of the information entered about each Prospect, all communications with them, and the next scheduled follow-up.
The Top of the Prospect Profile lists the Prospect's Name, the Inquiry date (the date they were added as a Prospect), Timing (rough estimate of when they are looking to move in) and Estimated Move-In Date.
The communications section will list all of the tasks that are scheduled to follow up on this Prospect. For more about how the task manager works, check out:
ProsPex Task Manager Training
The Source section of the Prospect Profile gives users a quick overview of any communication with the Prospect. You may notice the "+" Buttons here. If there is an option missing from one of the drop down list, just hit the "+" button next to that drop down menu, and you can add to the list.
- Initial Contact - Indicates who of your staff initially spoke to the Prospect
- Lead Source - Indicates where this lead came from (Website, Advertising, Referral, etc).
- Advertising Source - So you can track what advertising sources are bringing in Prospects
- Referred By - To track Referral Sources
- Reasons - For why Prospect is seeking care
Users can indicate and track which of the Prospects are leads and which are on the Waiting List (including their start date on the wait list).
Users can enter and track the individual Prospect's contacts
The Prospect's contact information can include phone number/s, email, addresses, etc....
Basic personal info about the Prospect including Gender, Birthdate, and Marital Status is entered here.
Preferred Room Type
Allows the user to indicate the room and community preferences of the prospective resident
Allows the user to enter detailed notes as you learn more about the Prospective client's situation. To add a new note to a prospect, just hit the "Add" Button