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CRM Basics (12)
Dashboard (4)
Senior Living Dashboard - V2
Digital Lead Functionality
Using Basic Search
View all 4
Lead Management (17)
Pre-Leads
Convert a Prospect to a Resident
Convert a Prospect to a Contact
View all 17
Activities and Notes (8)
Back Dating an Activity
Sales Stages
Activity Status
View all 8
Relationships (5)
Adding a Spouse
Adding a Primary Contact
Adding a Referral to a Prospect Profile
View all 5
Transactions (2)
Adding a Transaction
Refunding a Transaction
Campaigns (6)
What is a campaign?
Creating and Editing Campaigns
Adding an Individual to a Campaign
View all 6
Inventory (8)
Waitlist
Services
Cancel a Housing Contract
View all 8
Advanced Search (5)
Using the Advanced Search
Common Advanced Search Examples
Exporting Advance Searches
View all 5
Templates (2)
Sending Emails & Using Email Templates
Template Merging / Document Templates
Additional Resources (9)
Basic User Training CRM - Resources
Settings Section
SSO with On-Premise Active Directory
View all 9
New Profile UI (8)
Prospect Profile Lead Status & Priority Box
The Case Study Completion Avatar
Upcoming Activities & Scheduling Activities
View all 8
Troubleshooting (1)
Error When Adding New Housing Contracts / Transfers for Second Persons