Skilled Nursing Facilities

Creating CRM Pick Lists 

You can create new CRM pick lists. This helps you to add items to the lists per your organization's preferences. 

  1. Do one of the following:

    • Single facility: CRM > Setup > CRM Pick Lists.

    • Multi-facility: Management Console > CRM > Setup > CRM Pick Lists.

  2. Expand Pick List.

  3. Click New or select Status then New. 

  4. Enter Description.

  5. Click Check Mark.

  • You cannot edit or delete pick list items for possible placement status reason and lead status reason after selected for a lead.

  • You cannot delete pick list items for Sales Cycle after selected for a lead.

  • You can have up to 5 active for Sales Cycle pick lists items.