Potential Clients
Sharenote should look into adding a call center/referral center where the company can track calls, appointments, referral information and no show's for potential clients. Then if the client shows up for the appointments, they can be easily converted and the remaining demographic information can be entered. We are currently keeping this information for my company on a separate spreadsheet, however if we are able to track the calls and contact through Sharenote without having to make them a client, it would streamline our process.
3
votes
JALYN AYO
shared this idea
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Amber Poss
commented
Yes! This would be good for our Required annual report for GA DBHDD.