Add Prospect Basic Details

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 

1. Navigate to the Prospects Module in the left side menu.
2. Click the name of the Prospect.  
3. Navigate to the Demographics tab. Click Edit.
    
4. Edit the information necessary. 

5. 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. 

1. Scroll down in the profile to find the Parent/Guardian & Emergency Contacts Card. 
2. Click Edit to edit information. 
3. Click Add in Emergency Contacts to add new contacts. 
4. Click Save after editing or adding. 
   

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Helpful Tips

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