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4 articles match “inquiries”

Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Taking an inquiry call Record a call about care, check whether the caller or the person needing care is already on file, and book a follow-up. Finding your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly.