Overview

The following updates were released on November 7th, 2024:

• Pre-Leads Enhancement
  • Accepting Made Easier!
    • When accepting a Pre-Lead, the system will now automatically populate the following:
      • Assigned User will be the current user viewing the profile
      • Inquiry Type will be based on the initial inquiry activity
      • Market Source will be pulled from what exists on the record already (if missing, the user will need to select one)
  • No Next Step Logic
    • For companies using the option of Forced Next Steps, Pre-Lead will no longer be included as an Individual Type - only Prospects will require a next step to be scheduled when an activity is completed
• Location Tabbing Enhancement
  • Company Option
    • This option must be enabled in order for this enhancement to be visible - please contact our team to update your configuration
  • Form Builder
    • New checkboxes added to forms that allow Admins to select the forms they want the suer to be able to share between locations when creating an internal referral (tabbing a profile to a sister location)
    • To add or remove a form to tab over, the Admin will have to uncheck the "Form Transfer" option within Form Builder
  • Internal Referral - Tabbing Over
    • Users will now see an option of which forms to push to the new community when sharing a record
• Referring Contact Enhancement
  • New Option Type
    • There is a new company option called "Referring Contact - Assign to All Locations" that will tag all locations for a new Referring Contact when it is created from an incoming lead via integration
    • Note: if a Referring Contact is in the CRM already and a lead comes in where the individual is attached and is merged to the existing Referring Contact, the contact tag will update to "all locations."
  • New Role Permission
    • Within your Roles, you will now see a new permission called "Referral Source Company - Delete" that if checked, will allow users with that role to delete a Referral Source company (Account)
  • Fuzzy Search - Account
    • Users will now see accounts for Referring Contacts listed in the fuzzy search
  • 2-way Email Sync
    • Email will now use Outreach Email In and Outreach Email Out activity type when emailing the Referring Contact with the 2-way email integration
• New Report: Length of Stay
  • This new report will be released the week of November 11th
  • The new Length-of-Stay report is based on Housing Contract Move-in and Move-out dates.
  • This report allows break down by Market Source, Care Group, Unit Type, Respite, and Move Out Reason
• Updated Report: Prospect Opportunity Score
  • You will see a new tab showing how the score has changed for each prospect over time
  • There is now a breakdown of specific milestones that have contributed to the opportunity score increase or decrease