Create a lead
Add a new enquiry to your pipeline.
A lead is someone who is interested but isn't a patient yet. Leads can arrive through your forms, or you can add them by hand. Go to Leads and click Create lead. You can also open Create at the top of any page and choose Lead.
Fill in the form
At the top of New Lead, set the Primary Location and Owner. Leave the owner as Unassigned if nobody has picked it up.
On General, enter their name, phone and email.
Choose How did you hear about us? so your source reports stay accurate.
Pick a Pipeline and add a Note if useful.
On Sharing & Privacy, set how they agree to be contacted.
Click Create.
What happens next
A confirmation appears with an Open link to the new record. The lead also shows on the board for its pipeline.
Once you type an email or mobile number, Sovica links to any lead or patient who already has it, so you can open that record instead of adding a duplicate.
Up next
Next, read Manage lead pipelines.