QRG – CRM IQ - Review Prospect Activity (Through Resident Record)
This QRG will go through how to find and prospect activity.
Prospect activity may be viewed in the resident record by first opening the resident profile. Under Resident Status, select the Prospect ID shown in blue.
1. Once in the prospect Profile, select the Activities flyout on the right side of the screen.
2. Within the Activities window, update the Activities for selection in the dropdown to All Time.