It’s not uncommon for a past lead or patient to find their way back to MyMedLeads more than once, and you can track and report on these latest inquiries.
In this example we have a lead Jane Doe who inquires twice:
* In January, she comes in as a new lead from source Realself about a Rhinoplasty.
* In April, she clicks a PPC ad about Botox.
Notifications/Lookups (April inquiry)
- Your staff will receive a ‘duplicate detected’ email instead of the usual ‘new lead’ email (assuming that notification is ON at Preferences> Edit Staff Preferences).
- Your staff will see the lead in the Follow-up level of the funnel instead of the New level, in the bottom section Recently Reconnected Leads
- If your staff happens to answer a call from the lead and clicks the Enter Lead button on the funnel to start typing the person’s info, they will immediately see anyone who might match that person’s name, email or phone number, and can click Use This to open and update the existing record.
Tracking / reports (All Inquiries)
- On View Reports> Conversion Report, by default Jane’s 1st inquiry will show up on the report for any date range that includes January.
- If you check the See by Last Attribution checkbox on the Conversion Report, Jane’s 2nd inqury will show up on the report for any date range that includes April.
- For any Conversion Report that has See by Last Attribution checked, both of Jane’s inquiries will be captured for any date range that includes both January and April.