Procare Solutions Internal Ideas Portal
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CRM

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when you select a LOST status for a lead, To be able to Track why opportunity was LOST from a series of drop down choices. Franchise can change status to Lost for Prospect and then select the reason for lost. See tab 3.

to be able to track what happens when a prospect is lost
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Planned

To link program/tour calendar to an outlook calendar or other in the school

keep track of my schedule
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

To have a report which tells you how many leads in each status, conversion % and next steps/appointments

Falls Under Reporting
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

The new Task should have reminders for the schools to see what action they need to take. Can be part of the calendar, setting reminders. Would all have to be on outlook for this to work.

Reminders for new, outstanding tasks.
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Require a status when entering a new lead manually automatically mark all existing leads without a status as New

All leads are associated with a status
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Lead Lists, Lead Reports should all be Prospect name, Contact info., child's name. Prospect is who the school is contacting through a CRM, not the child/student.

High Priority. Can possibly be helped with prospect form built as needed in KL.
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Lead List. Have parent name, child name, contact info; phone number and email. Ability to sort each of these columns on the lead list.

Easier to navigate/sort leads when working through them
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Improve UX for Lead CRM email

FO/Leadership is able to easily review and select from/use email templates populted by the corp portal - Edits to those templates for each send (adding images, links, signature, etc.) is easy an intuitive
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Convert DOB into age in years, months on reports, within the lead record, and in the lead list view

Eliminate the requirement for manual determination of age off DOB when trying to plan and communicate for specific classroom openings
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard

I can effectively manage my leads and team's performance with prospect to parent through visibility to conversion rates (possibly by age group), upcoming tours and tasks for the school or filterable by team member, Average Status in Days, Average ...
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0