Prospective Clients - Tracking

Orion allows for setting up of additional info types such as Prospective Client. This is accessed under the Orion Administration program under Contact/Case Setup > Contact Types. You may click on NEW and add Prospective Client if needed.

Keep in mind if you need special queries or reports to report or view various Contact Types this may require additional setup. Orion provides custom queries and reports as a separate billable service. Orion has the ability to setup custom referral reports that are available for purchase.

Orion also has the capability to set up custom marketing tabs to store your firm's specific information. Please note this requires use of Orion's Practice Management System.

If you need more information, please contact Orion.