Add Pre-need cases to Passare.
Create a Pre-need case
Click the plus icon and select Pre-need case.
Similar to an At-need case, the First and Last Name are required. Create!
From here, you can add additional information.
Pre-Need Basics, Vital Statistics, Family & Friends, and Veteran Information are the areas used most 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 Reports > 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?
Need help? Email us at support@passare.com or call 1-800-692-5111.