Sales & Marketing (30)

Get your Sales and Marketing questions answered here! Find information related to prospects, influencers, referral contacts, and referral organizations.

How do I convert a couple's profile into 2 profiles at move in?

Modified on Fri, Oct 16 at 12:08 PM
How do I delete a referral?

Modified on Fri, Oct 16 at 12:39 PM
How do I work with marketing account owners?

Modified on Fri, Oct 16 at 12:40 PM
How do I connect a referral contact to an existing lead?

Modified on Fri, Oct 16 at 12:41 PM
How do I add an influencer to an existing prospect?

Modified on Fri, Oct 16 at 1:06 PM
How do I add a referral contact?

Modified on Fri, Oct 16 at 1:52 PM
How do I enter information about competitors?

Modified on Fri, Oct 16 at 1:52 PM
How do I add a lead or remove a lead from Wait List?

Modified on Fri, Oct 16 at 1:53 PM
How do I merge referrals?

Modified on Fri, Oct 16 at 1:53 PM
How do I clean up/complete- previously scheduled activities?

Modified on Fri, Oct 16 at 1:54 PM