Prospects FAQs

Prospects FAQs

How do I search for any Prospect within my organization? 

To locate a Prospect or Contact across your entire organization (all communities), use the Company Prospect Search tool found on the main CRM page. This tool is ideal for identifying if a lead already exists in another building or for finding profiles that have been moved or closed out.

Steps to Search:

1. Click the Company Prospect Search button at the top of the main CRM page.

2. In the search pop-up, you can toggle between three specific search modes:

   • Name: Search by the first or last name of the Prospect or Contact.

   • Email: Locate profiles using an email address.

   • Phone: Search using a 10-digit phone number.

     • Note: Phone searches specifically target Home Phone numbers for the 'Main Contact.'

3. As you type, the table will auto-populate with matching records. 

What are Prospect Stages, Scores, Sources? How do I edit the options for these?

• Prospect Stage This describes the stage of the sales cycle for the prospect after a specific point of contact. This helps us see if the person is determined qualified to live at the community, ready to have a formal clinical assessment, has already paid a deposit, etc. This also tells us if we should end efforts to contact the prospect, perhaps because they went with a competitor or are otherwise unqualified to move in.
• Prospect Score This describes the likelihood that a prospect will move in to your community. The options are always Hot, Warm, and Cold, and this label is meant to be used in combination with the Prospect Stage.
• Prospect Source This can be a general description of how the lead was added to the communities prospects, or it can be a specific Referral Source contact. 

The options for Stage, Score, and Source are all updated within CRM Settings. You can add Referral Sources within the Referral Sources tab within the ALIS CRM page.

For assistance updating your CRM Settings, contact your Account Manager or our ALIS Customer Success Team. 

How can I clone or duplicate a Prospect record?

This is often done to accommodate couples who are looking for a place to live together. In this scenario, it is likely that you may want to collect the details of both individuals on one prospect profile, but if both people decide to move into your community, they need their own clinical profiles. 

We can use the Clone button to create the second Prospect profile.  This will duplicate all of the personal details, contacts, and pending tasks on the original Prospect profile. At minimum, it will be necessary to update the name of the new prospect after duplicating it from another.

Related Articles:

• ALIS CRM Reference Guide
• Guide to ALIS Prospects
• Guide to Referral Sources and Organizations
• Guide to Tasks for Prospects and Referral Sources

For more assistance with ALIS CRM,

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@go-alis.com