> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Adding and managing leads
> Add leads, move them through the stages on the board, add notes, and convert them to patients.
## π Open the leads
Open **CRM β 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.
## β 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.
## π 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**.
## π¬ 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.
## β
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.
## π The leads table
**All Leads** shows every lead with filters (stage, journey, assigned user, referral, tagsβ¦) and **Group By**. Select leads to **Send Message To Selected**.
