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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. Journey board 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.

➕ 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.
If the phone number already exists, a Duplicate Patients warning appears. It doesn’t stop you saving, so check before creating a duplicate.

🔀 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.

💬 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.

✅ 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.
Converting doesn’t move the lead on the board. Move it to your Converted stage too, so your reports are accurate.

📊 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. All leads table