Helping Life Plan Communities
use data to identify and
obliterate sales challenges
use data to identify and
obliterate sales challenges
Taylor Reporting Solutions, LLC
Helping CCRCs use data to shorten sales cycles and convert leads more efficiently
REPS 101 - Online FAQ
Webinar Link: Comments/Notes/Activities, Tracking Transfers, and Couples who Move out Together
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If you missed it, here's the link* to the recording of the April 14 webinar: http://bit.ly/1JHfoXv ;
This webinar was 30 minutes long and we covered:
- Where to put the details! Understanding the difference between the comment box, the notes tab, and the activity page.
- Two more census questions: when to use the Transfer button (care levels matter!) and how to prevent a couple from counting as two move outs on your Move Out reports.
Let us know if you have questions!
*If you experience any difficulties with the shortened link, the full link is below:
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