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Admin> Settings> Prospects


The video is at the bottom of the page.

ResMan allows you to select a default prospect source that is only used with Customer Relationship Management integration (Ex: Level One) if they transfer guest card information without indicating a prospect.

Note: This list comes from the Prospect Sources list which can either be created one by one or imported in bulk during the implementation process.

 

Prospect Sources

Select the prospect source from drop down menu. 

 Then save.  

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

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