Guides
CRM
Pipeline, client records, imports and referral partners.
- Working your pipeline: stages, owners and tasksMove leads through stages, assign an owner and set follow-up tasks.
- Client records, documents and custom fieldsKeep care details, family contacts, payer details and files in one place.
- Importing and exporting contactsBring in existing leads from a spreadsheet and export your data any time.
- Tracking referral partnersTrack hospitals, case managers and other partners who send you clients.