How to manage your leads

On this page
A video walkthrough of this guide. Narrated in Spanish, with subtitles.

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. Filter by sub-agent to see which one captured each lead.
  3. Click Export CSV to download the leads in the current filter.
  4. Click a row to open the lead detail: contact, intent and source.
  5. Click View conversation to go to the chat where it was captured.
  6. You land in the Inbox with that conversation already open — you reply from there.

Follow-up happens in the conversation, not in this table: leads have no stages and no statuses. The Source column says whether the lead came from a Campaign or from an Imported post.

Tip

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