General
- What the “Follow” Button Does in WelcomeHome Software
- AI Snapshot Overview
- How Do I Mark a Prospect as Deceased?
- How can I share a prospect with another WelcomeHome account?
- How to Convert a Prospect to a Referrer?
- How to Add and Manage a Static List
- Best Practices for Merging Prospects Seamlessly
- Marketing Touchpoints
- How can I check for duplicates in WelcomeHome on a prospect profile?
- How do I check for duplicates in WelcomeHome?
- Prospects Overview
- How Do I Switch a Prospect to an Influencer (And Vice Versa) or a Prospect to a Referrer?
- How do I filter my Prospects / Referrers?
- How Do I Export a Customized Spreadsheet?
- How to Update/Remove a Prospect's Draft Status
- Waitlist Overview
- How to Add a File to a Prospect or Resident Profile
- How to Add a New Prospect [VIDEO]
- How Do I Add a New Prospect?
- Problems Searching: Resetting a Search
- How Do I Close/Reopen a Prospect?
- How Do I Export Prospects and Influencers?
- How Do I Export a Prospect Profile As a PDF?
- How Do I Export a List of my Prospects?
- How Do I Turn Off Automation for a Prospect?
- How Do I Merge two Leads/Prospects?
- How to Share a Prospect with Another Community