How to Manage Client Leads on CareVision

If you are looking for full care software, check out CareVision. Not only will you be able to handle clients' schedules and activities as well as payments and funding but it also helps with client leads.

Leads can come from different sources and it can be hard to keep track of all of them. Not all software may also offer this feature. Learn how to manage client leads on CareVision with ease. On CareVision you can track a client's lifecycle and this includes one of the first stages, which is the lead.

How to Manage Client Leads on CareVision.

It's important that you look up a client lead on CareVision first. You might not be aware that the client already exists in your organisation. To create a lead, you need to complete all of the details on a client's form. This includes the conversation notes and possible next steps. CareVision has a lead filter that allows you to easily find leads on your client's tab.

If you still need a bit of help on how to manage client leads on CareVision, you can check out the coordinator's course on www.carevision.academy. CareVision Academy is the training platform that will help you and your team to effectively and easily use the CareVision platform.

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