Adding a Prospect

How To Add a New Prospective Client.

There are a few ways to add a Prospective Client in Alleva. Whether through a CRM, the Family Portal, or manual input, the prospective client will always populate under the "Prospective Client List". In this walkthrough, we will navigate how to manually input a prospect.

1. Click "Client Prospects".

2. Click "Add Prospect".

3. Fill out the Client's demographic information.

Note: Any field with a "*" is required.

4. Fill out the Client's Primary Contact Information if you have it (not required at this step).

Note: The Client's Primary Contact Info can also be filled out later in the Client's Face to Face.

5. Once you have filled out all required fields, Click the "Save" button in the bottom right corner of the screen.

6. Once you click "Save", you will be taken to the "Prospective Client List" where you will find the newest prospect you just entered, along with all other prospective clients.

🎉🎉 All done!