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Guides for using CareComplete. Search for what you need, or browse by topic.

3 articles match “convert”

Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date.