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      Create a Lead in CRM+

      Leads in CRM+ are potential clients that you want to capture and track. With CRM+, you can send emails to leads, track phone calls, take notes, upload documents, schedule tasks and events, associate referral sources, and more.

      CRM+ is an add-on tool used to track leads, run instant VOB's, run reports on referral sources, and much more. If you are interested in adding CRM+, please reach out to your assigned CSM.

       

      How to create a new lead:

      1. Go to the Leads tab or click on the Quick Create plus button and select "Lead."

       

      2. Fill in all the mandatory fields, including full name and "Assigned To" (the admissions team member responsible for this prospective client.)


      3. If available, provide any contacts, referral sources, and insurance policy information related to the prospective client.


      4. Click "Save."

       

      Your new lead is now available in the Lead page along with all of their information, which you can continue editing. Once they are further along in the admission process, convert them to an account and opportunity to complete a pre-assessment, verify their insurance, and more. 

       

      Call Managers enable you to automatically track phone calls with potential clients and log your calls in CRM+. If a phone number is not already associated with a lead/account, a new lead will be automatically generated for you to enter the caller's information. If you are interested in signing up for an integrated Call Manager, please contact your assigned CSM.