Senior Living Communities

You can configure the CRM Pick Lists for your organization. CRM Pick Lists allows for the setup and modification of specific lists used in the CRM Module. 

With Predefined Activities Setup, you can create a list of activities in a specific order to auto create in Leads on the Activities tab. Predefined Activity Setup is an optional configuration and is for organizations that want a predefined activity list when adding Lead Activities. 

You can use Online Documentation Storage Categories to group related documents together. After the category setup is complete, you can select the appropriate category when uploading documents and use the categories as a filter to make finding like documents easier.

Custom Forms can be set up to assess and reassess residents in your community. Forms allow you to track progress and to complete required documentation for your residents prior to move in.

In CRM Configuration, you can select to have activities required for a new lead or select to have a possible placement create automatically.  If you select yes, you see mandatory activities when entering a a new lead or after selecting a lead returning to your Community. When set to yes, the Automatic Possible Placement creates a possible placement to the community where the lead is created.