Tagged with: Marketing

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.  

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.