How to View & Manage Prospects

To view and manage Prospects, please follow the steps below.

Managing Prospects

1. Navigate to the Prospects Tab under the Main Menu and click Prospects.
2. Select the desired prospect you'd like to view.
3. Click the Options Icon to open the Options Panel.

Available Actions:

• Start New Application: Quickly create a new application with pre-filled information.
  • Internal Application (submitted by Staff)
  • Public Application (submitted by Applicant)
• Send Email: Send a prospect a link to the public application.
• Edit Prospect: Edit a prospects information.
• Create Appointment: Schedule an appointment with the prospect.
• Toggle Active Status: Mark the prospect as active or inactive.

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To view and manage Prospects, please follow the steps below.

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To view and manage Prospects, please follow the steps below.

Steps 1 & 2

Step 3

Available Options

Start New Application

A

Send a Prospect an Email

Edit a Prospect

 

Create a Prospect Appointment

Update a Prospects Active Status