Procare Solutions Internal Ideas Portal
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CRM

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Ability to view and sort leads within Lead CRM by age

Easier manage leads based on age
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to sort the waitlist and then print it. Schools use this to manage and follow up with prospects.

to be able to work the waitlist
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to set a default reply-to address for newsletter emails which, if enabled, would direct all non-lead CRM email replies to the defined address

I can set up a shared inbox where all assigned team members can correspond with leads
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to schedule a tour directly on the school calendar from the Primrose website

I will be more likely to submit my information and visit for a tour
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to immediately understand which lead conacts were excluded due to having ubsubscribed upon sending a batch email

Ensure I am able to understand who to contact by other means or move to another status
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to identify from within a lead record whether a parent has unsubscribed from Lead CRM emails

I can know that an email will not reach them and can contact them through other means
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to enable/disable the ability for other school users to alter the 'default' reply-to address for lead CRM emails when sending

If I wish, I can restrict this and ensure all lead CRM replies go to the defined inbox for visibility
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to capture a new lead through the Kinderlime app (possibly just quick access to e-registration form)

The FO/LTM can utilize the ipad in place of a paper lead form when providing a tour to capture lead details either themselves or by handing the ipad to the prospect to enter information themselves ensuring the lead is entered in to the system with...
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability for a parent to submit their inquiry on the primrose website along with a self-scheduled tour

More inquiries result in tours
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0