1. Login to careinadvance.com. Once you are on your homepage – you will see the Hot Prospects, Prospects and Clients boxes – a contact can only exist in one of these categories. Click the number based on the section you want to call and/or email. Hot Prospects are leads that have been added in the past 30 days. 


2. Updating Your Contacts: When you click on the number you will get the list of these contacts. You can update many fields from the list view: Status, Source, Notes, Tags and Spouse (Simply click the + ). To edit all other fields, you can click the on the name to open the record and make changes. 


3. Shared Contacts and Policies: With the new Joint Field Work feature, you can now view shared clients and shared policies. This will remove duplicates and can be accessed through your contacts page by selecting Shared Policy in the dropdown.