Leads
Lead capture and tracking.
Create a lead
Add a new enquiry to your pipeline.
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Manage lead pipelines
Set the stages a lead moves through.
Filter leads and save views
Find the right leads and keep the filter for later.
Convert a lead into a patient
Turn a won lead into a patient record.
Mark a lead as lost
Record why a lead did not convert.
Leads overview
See your enquiries as a list or board, and learn the views you will use every day.
Filter leads by team
Show only the leads owned by one team, so each group can focus on its own enquiries.
Go back to the default lead view
Leave a saved view and return to seeing all of your leads again in two clicks.
Get to know the lead card
Everything about one enquiry in one place: details, services, stage, owner and history.
Deactivate a lead
Clear a lead out of active lists and pipelines without losing any of their information.
Reactivate a lead
Return an inactive lead to your active pipeline with all their notes and history intact.
Merge duplicate leads
Combine two records for one person when they have filled in more than one form.
Create an activity from a lead
Schedule a call or follow-up task directly on a lead so it doesn't get forgotten.
Reply to a lead by email
Answer a website enquiry from the lead card, with the conversation kept on their record.
Add a salutation to a lead
Show the right title next to a lead's name, for use on the card and in your messages.
Upload photos to a lead
Attach images to a lead card before they become a patient, so nothing needs re-uploading.
Upload documents to a lead
Keep quotes, referral letters and other files on the lead card with the rest of the record.
Edit leads in bulk
Change the owner, stage or other details on many leads at once from the list.
Get notified about assigned leads
Turn on an alert so you know as soon as a new enquiry is assigned to you.
Preview a lead without leaving the list
Check who someone is in a side panel and keep your place on the list or board.
Edit lead details in the list
Reassign leads, fix a typo or change a stage straight from the table, without opening cards.
Manage lead lost reasons
Keep the list of reasons consistent, so your lost lead reports show useful patterns.
Delete a lead pipeline
Remove a pipeline you no longer use, and decide what happens to any leads still in it.
Understand the pipeline board
Read the board, switch between pipelines, and move leads from stage to stage.
Move a lead to another pipeline
Change which pipeline a lead belongs to when their interest turns out to be something else.
Reorder your lead pipelines
Put the pipelines you use most at the top of the selector, so your team finds them quickly.
Edit a lead pipeline
Rename a pipeline, change its default status, and add, reorder or remove its stages.