When a prospect might be better suited for another community or wants to consider two communities, sharing is a great way to add prospect profiles to other communities within your organization.
Start by finding the prospect that you want to share:
Click the blue arrow icon labeled "Share" in the top righthand corner.
Now, WelcomeHome will prompt the user with some information and a drop down list of the organization's communities:
The other community you share with will receive a copy of the prospect, including names, contact information, and any other notes. After sharing, each community will have separate copies of the shared information. After Sharing, each community can see activities entered by the other community.
From the drop-down menu, choose the community that you want to share the prospect profile with.
Click into the community.
Finally, click the blue share button to complete the sharing process:
After sharing, the prospect profile will appear in the new community:
You can find the shared prospect in the new community under the Prospect tab or in the Day Planner under "New Prospect."
The new community does have the option to accept or reject the profile. Once accepted, the user will be able to see all of their information and past activities. Activities completed by the other community will have a grey banner that says "Shared By (Community Name)":