Adding and managing leads

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📋 Open the leads

Open CRM → Leads. You see your journeys; click one to open its board. All Leads opens the leads table. Each column is a stage, with its number of leads and total deal size. Each card shows the name, phone, assigned user, deal size and score. A red clock means the lead is overdue.

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➕ Add a lead

Click + on a stage column, or New Item in the table. Fill in the First Name, Phone Number (required), Branch and Stage, and any of: Assigned To (leave empty to assign automatically), Deal Size, Score, Due Date, tags, referral source (“How Did You Hear About Us?”) and details. Click Create.

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🔀 Move a lead

• Drag the card to another stage. This works only with the default sort order.
• Or open the card and click Stage to choose any stage, in any journey, and optionally reassign it.

Moving to a “lost” stage asks for a Reject Reason.

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💬 Follow up

Click a card to open it:

• Notes: write a note and tag colleagues. Adding a note updates the lead’s Last Interaction.
• Timeline: every stage move, who made it and how long the lead stayed.
• New Message or WhatsApp to contact the lead.
• Edit the Deal Size, Score and Due Date directly.

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✅ Convert to patient

When the lead books, click Convert To Patient. The same file becomes a patient with a file number. If some required patient fields are missing, the patient form opens so you can complete them.

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📊 The leads table

All Leads shows every lead with filters (stage, journey, assigned user, referral, tags…) and Group By. Select leads to Send Message To Selected.