1️⃣ Where YOU do Work! 

The Prospect Module is where every client journey begins. It gives your team the tools to manage new inquiries efficiently — from the moment someone expresses interest to the point they’re ready to become a client. With organization tailored, built-in workflows, the Boost Prospect Module helps your organization stay organized, assess fit and capacity, and ensure no opportunity slips through the cracks. By the time a prospect is ready to move forward, their profile is already built for a smooth transition into active services.

You can add Prospects to Boost (if you get a phone call or an email referral) or automatically if your organization uses the Boost intake form for your website. Click through the steps below to manually enter a prospect into the system.

 

3️⃣ Search, Filter, and View

You can search for prospects, view their details, and filter by status—New, In Progress, Confirmed, Waitlist, or Inactive.

 

4️⃣ Manage Prospect Details

Below are some common actions you may need to take while managing your prospects.

 

Expand Prospect Profile

To view all details associated with a Client, expand their profile by clicking the plus (+) next to their name.

 

Enter Prospect Details

Navigate between the tabs to explore different sections of information. Common details you may update. Expand each toggle below to learn about the different information stored in each tab:

• Basic Tab
• Dx & Services
• Funding Source Tab
• Contacts

 

Update Prospect Status

Update a prospect’s status as they progress through the intake journey by:

• Expanding Prospect Profile
• Go the Basic tab.
• Select the new Status.
• Save.

 

 

Next Lesson: 3️⃣ Boost Workflows >>