Once an Inquiry has been converted to a Prospect or you have manually created a Prospect profile, you can begin entering additional basic information such as Facility, Service Category and Basic Demographic details, if they haven't been added already.
👉Jump to [Add Details] [Parent/Guardian/Emergency Contact Info] [Helpful Tips]
Add Prospect Basic Details
- Navigate to the Prospects Module in the left side menu.
- Click the name of the Prospect.
- Navigate to the Demographics tab. Click Edit.
- Edit the information necessary.
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Click Save.
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Parent/Guardian & Emergency Contact Info
This information is located on the main profile page, making access and editing quick and easy.
- Scroll down in the profile to find the Parent/Guardian & Emergency Contacts Card.
- Click Edit to edit information.
- Click Add in Emergency Contacts to add new contacts.
- Click Save after editing or adding.
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Helpful Tips
| Next Steps | Additional Resources |
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