Procare Solutions Internal Ideas Portal
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CRM

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show age along with date of birth in reports.

Birth date along with child's age.
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 1 Shipped

Option next to individual lead in list view and on the lead details page to immediately create and send an email message to the parent.

Reduce the time required to communicate with an individual lead as lead messages are usually one to one
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Shipped

Ability to schedule tours with leads from within the Lead CRM on a calendar that can be linked to an external (outlook) calendar

Allow administrators to visualize their existing schedule for school tours when scheduling a new tour
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Shipped

Ability to create and send a Lead CRM emails directly from the lead list view or the lead details screen

Facilitate communication with a single parent utilizing existing templates rather than having to go through the several step process of creating an email to a group when the intention is to only select one.
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Shipped