Adding a new lead
Adding a new lead (or opportunity) in Vacancy.care Dashboard > Families Leads - or opportunities - are assigned to individual children. They move through the sales funnel - ideally to become enrolments. If a parent and child is already saved in Va...
What is the Sales Funnel?
Sales Funnel Dashboard > Sales Funnel The sales funnel provides a visual representation of each opportunity - or lead. It's where you see the progression of leads. There are different stages, which allow the effective tracking of individual lea...
Importing current families and leads
Importing current families and leads So you've got enrolled families. You have a list of leads. You really want to get stuck in using Vacancy.care ... but just have no time to load everything in? We can help! We can import everything for you! Y...
Best practices > updating the stage of a lead
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 opportunitie...
Best practices > future opportunities
Best practices > future opportunities Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines. Whenever a new family enrols or one of your currently enrolled families welcomes a new baby, ...
The Leads page
The Leads page Dashboard > Leads With multiple columns, the Leads - or opportunities - page contains at-a-glance details on each family stored in Vacancy.care. From the date they were added, contact details, whether the family has siblings, etc. S...
Vacancy table
Vacancy table Main menu > Vacancy > Vacancy table The Vacancy.care vacancy table is a great sales tool to have available for families, accessible via your service website. Displaying vacancies available at the service, therefore encouraging enq...