Searching and Updating Contacts
1. Login to careinadvance.com. Once you are logged in, go to the Hot Prospects box on the homepage. Click the number based on the section of leads you want ...
Thu, 16 Jun, 2022 at 9:33 AM
1. In the top section of the detailed view, you can edit Activity Tracking, Color, or add a Calendar Event. 1. Activity Tracking: Use the checkboxes...
Thu, 16 Jun, 2022 at 10:11 AM
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 on...
Thu, 16 Jun, 2022 at 10:22 AM
1. On the List View you can see several pieces of information for the contact: Name, Address, City, State, Zip, County, Phone, E-mail, Status, Source, Spous...
Thu, 16 Jun, 2022 at 10:26 AM
1. From the list view, Select Advanced Search which is the magnifying glass icon located in the top right. 2. On this page you can search by any fiel...
Thu, 16 Jun, 2022 at 10:38 AM