How do I move an enquiry to a different stage in the Partner Portal?

Great work on getting the enquiry in! As it progresses, you can:

• Update the enquiry Stage
• Keep Contact, Service User and Enquiry details up to date

Here’s a quick guide:

• Pending: Try calling the contact 3 times and send a brochure via email.
• Contacted: Follow up, share key info (e.g. intro to the manager, menu, activities).
• Visit/Assessment: Confirm the booking, send reminders, and follow up after.

This keeps the care journey smooth and visible for your team.