Add/View Prospective Clients

 

This option allows you to enter some information about a prospective client who may be interested in becoming a resident in the future.

 

Click on the "Utilities" tab to bring up the list of options and then select "Prospective Clients" and then "Add/View Prospective Clients" from the menu options list.

 

 

You will now see the "Prospective Residents" screen.

 

 

You can now enter basic information about this prospect and then click on the "Prospective Clients" tab on the right.

 

 

On this screen you can now select which home or homes the prospect is interested in.

 

 

If you wish to see a list of the prospective clients and which homes they are interested in, you can view the Prospective Client Module report.