Procare Solutions Internal Ideas Portal
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PCI Validation assistance program

When customers utilize Procare's credit card processing services, they are required to validate their PCI compliance on a yearly basis via completion of an SAQ and performing vulnerability scans. These can both be difficult for anyone not familiar...
Jessica Flitcraft about 6 years ago in TE Transactions / Increase Revenue 0 Future consideration

Enable reports to be scheduled for delivery via email

TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
Jessica Flitcraft about 6 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0 Future consideration

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 almost 5 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 almost 5 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 almost 5 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 almost 5 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 almost 5 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 almost 5 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 almost 5 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 almost 5 years ago in Primrose Private Ideas / CRM 0