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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. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. A person's profile and tabs Read a person's header, move between their tabs, and update their name, photo, phone numbers, emails and addresses. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. 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.