All leads coming into WelcomeHome will start out as a prospect for your community. With each interaction, they'll move through your sales stages until they are moved in and become a resident.
Note: Once a prospect becomes a resident, their prospect profile will always remain in addition to their newly added resident profile, as it contains all of their historical data.
From the prospect profile, you'll be able to see anything related to their prospect journey, including their prospect score (set by the algorithm or manually adjusted), the sales stage they're in, and all the scheduled and completed activities associated with them. You'll have access to their profile information, which can be updated as you communicate with them and learn more about their needs and wants for their future home.
You'll also find their influencer and 2nd resident information on here, if applicable. This allows you to quickly call, email or text the prospect and/or their loved ones without having to jump around to different profiles. You can also merge prospects if you have any duplicates, share them with another community, and download them as a PDF or an email.
For bulk actions and filtering, you can go to the Prospects tab to view all your open and active prospects in WelcomeHome. This page will allow you to filter, sort and export prospects, as well as task bulk actions like emails and scheduling activities to targeted groups.
Below, you can find all our prospect articles to help you create and maintain your prospect information:
- How do I mark someone as do not contact?
- How do I move-in a prospect?
- Waitlist Overview
- How Do I Merge 2 Leads?
- What Does a Prospect's Score Mean and How Is It Calculated?
- How to Add a File to a Prospect or Resident Profile
- How Do I Call a Prospect from their Profile?
- How Do I Advance a Prospect's Stage Manually?
- How Do I Cancel a Deposit?
- How do I filter my Prospects / Referrers?
- How Do I Update a Prospect's Unit Information?
- How do I update a Prospect's Deposit Information?
- How to Update/Remove a Prospect's Draft Status
- How Do I Export a Customized Spreadsheet?
- How Do I Export a List of my Prospects?
- How do I cancel a move in?
- How Do I Close a Prospect?
- How Do I Print Address Labels?
- How to Add a New Prospect
- How Do I Turn Off Automation for a Prospect?
- How to Bulk Email a Current Resident
- How Do I Override a Lead Score?
- How Do I Add a New Prospect?
- How to Send a one-off email from a prospect profile
- Problems Searching: Resetting a Search
- How Does a Prospect Advance to the Next Stage?
- How Do I Export Prospects and Influencers?
- How Do You Share a Prospect with Another Community?
- How Do I Send a Bulk Email Based off of a Filter?
- How Do I Switch A Prospect To An Influencer (And Vice Versa)?
- How to Use the New Deposit/Refund Workflow
- Engagement Scoring
- How can I check for duplicates in WelcomeHome on a prospect profile?