To manually enter a lead from the admin homepage, click on the Enter Lead button on the top left. When the Enter Leads page opens up, you will see two options: Manage Lead Now or Enter Lead Only.
- Enter Lead Only: Will let you enter patient information, but when you save, it will send out an email notification to your users, so that someone may follow up with the patient. For instance, if you are checking voice mail in the morning and want to simply enter leads so that others can manage them, choose this option.
- Manage Lead Now: Will send you directly to the lead management page once you have entered patient information. This is ideal when you have the patient on the phone.
For marketing tracking purposes, it is important to ask each caller how they heard about your practice. The lead source field will have a list of all the lead sources you have created, for you to quickly choose from. Then, enter the name, email and phone number of the user. Finally, select the procedures that they are interested in and add comments from your conversation with the patient. When you are finished, click Save and Proceed, and you will be taken to the lead management page where you can send an email, set a reminder to call the patient later, or, if the patient is ready to schedule, you can schedule them for a consultation.