Create a Pre-need case

Add Pre-need cases to Passare.

Create a Pre-need case

Click the plus icon and select Pre-need case.

Select pre-need from plus icon

 

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 Veteran Information are the areas used most to capture Pre-need data.

Pre-need case navigation

 

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. 

Pre-need Goods & Services contract

 

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 to At-need conversion sidebar

 

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.

Pre-need lead report on System Reports screen

 

Select your Filters and Run Report.

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

System report configuration page

 

Need more information?

 

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