Course curriculum

  • 1

    CRM: Prospect, Influencer & Lead Management

    • Adding a Prospect to a Waitlist in CRM

    • How to add a New Lead Contact in Eldermark CRM NEXT

    • How To Add a New Influencer Contact in Eldermark CRM NEXT

    • How To Add a New Prospect Contact in Eldermark CRM NEXT

    • How to Convert a Prospect to a Resident

    • How To Mark a Prospect as Lost

    • How to Reserve a Unit in Eldermark CRM NEXT

    • Quiz