Best practices > updating the stage of a lead
Want to get the most out of Vacancy.care?
More benefits with less work...? Follow these best practice guidelines.
Knowing the current stage of a lead will ensure you're always on top of opportunities for your service. This is achieved by updating the stage as it progresses through the sales process (known as the Sales Funnel).
Some stages will update automatically in Vacancy.care (like when an online offer of care is accepted by a family, the stage will update to enrolled), but others will need to be manually updated. The best practice is to update the stage as you go along - easily done from the Leads page. Look for the stage column - use the search function to locate the family if needed - then select the pink pencil icon to update the stage. Simple!
**Tip - remember, leads (or opportunities) are always attached to an individual child. They can also be updated from within the child's profile.
Lead stages include - enquiry > engaged > tour booked > tour completed > waitlist > offered > enrolled > lost opportunity > removed > graduated