How to manage your leads

A lead is a potential patient who contacted you or showed interest. In this section you track them until you convert them to an appointment.

Steps

1. Open Social Media → Leads.
2. Review new leads and their origin (network, campaign).
3. Move each lead through the stages (new, in contact, scheduled).
4. From the lead, schedule an appointment or create them as a patient.

Tip

Address new leads quickly: the sooner you respond, the more likely they are to book.