Create a pre-need case

Add Pre-Need cases to Passare.

Create a pre-need case

Select  Create > Pre-Need Case.

 

Similar to an At-Need case, the First and Last Name are required. Create!

complete first and last name and hit create to create a pre-need case

 

From here, you can add additional information.

Pre-Need Basics, Vital Statistics, Family & Friends, and Veterans Information are the areas most used to capture Pre-need data.

 

 

If you add Goods & Services, do not sign the case.

If you sign, the information will appear on your accounting reports.

Signing will happen when the case becomes At-Need. 

 

Convert pre-need to at-need

Under the Case Information sidebar, select the At-Need tab.

Check the box for At-Need and Save.

 

Pre-need report

Run and download the Pre-Need Lead report to find leads from previous At-Need cases.

Go to System > Reports.

Select System Reports and search for Pre-Need Leads from At-Need Families.

 

Select your Filters and Run Report.

Save Configuration if you want to run the report again in the future.

 

 

Need more information?:

Run & Schedule System Reports

 

Need help? Email us at support@passare.com or call 1-800-692-5111.