A. First search for the contacts by putting in search criteria (CONTACTS > SEARCH FILTERS): In the below selections/filter, we are searching for Referral/Partners where Pat is the account executive: Then Select all (in this case 11 records) by clicking the checkmark at the top or the check mark in front of the contacts you individually select: And lastly, Read more
Developers & Builders (Industry Specific)
DEPOSIT – definition
Deposit – monies taken to hold a room/apartment/Home/Lot or other physical item or job. {SENIOR LIVING SPECIFIC}: Deposits or moneys taken to apply for admittance/acceptance to a senior living facility. Can be specific to various types of deposits and each system can have multiple types of deposits. Deposits can be for a community, neighborhood or service line and specific unit. Read more
COMMUNITY/LOCATION – definition
Community/location : the geographic community or location that is assigned to the contact (Prospective buyer, buyer/renter/resident or Referral Source) or the Account Executive (staff member). {SENIOR LIVING SPECIFIC} The assigned community/location determines the counts for that community. For instance a tour completed for a Prospective resident with the ‘Community A’ location would count in the total number of tours completed for Community Read more
Q. Can you create and edit an opportunity?
A. {FOR BUSINESS}{DEVELOPERS AND BUILDERS} Yes, you can create an opportunity under the $ icon in each contact record. This will report on your sales funnel for opportunities in a date range, or by status (open, closed, won, lost). All opportunities under SALES can be created and edited. To create an opportunity, find the contact you’d like to have shown Read more