Leads overview
See your enquiries as a list or board, and learn the views you will use every day.
Table of Contents
Leads are people who have shown interest but aren't patients yet. Open Leads from the sidebar.
Two ways to look
List shows a table of names, contact details, owner, source, stage, date created and age.
Board shows one pipeline, with a column per stage and a card per lead.
Both share the same tabs, search and filters. Sovica reopens the layout you used last.
Change the columns
On the list, click Edit Columns, tick what you want to see, and click Save.
Up next
Next, read Filter leads by team.