Leads

Lead Status
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Leads Since
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Referral Source
  • 1 day ago
    Miller, Margaret Contacted
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    25
    Revenue
    $1,973
    Phone
    --
  • 6 days ago
    Coleman, Todd New Lead
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    24
    Revenue
    $2,285
    Phone
    --
  • 1 day ago
    Hughes, Shawn Active Non-Member Flatiron
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    23
    Revenue
    $1,096
    Phone
    (555) 233-4998
  • 3 hours ago
    Garcia, Teresa Engaged
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    18
    Revenue
    --
    Phone
    (555) 432-9908
  • 15 days ago
    Garcia, Philip Contacted
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    10
    Revenue
    $1,959
    Phone
    --
  • 3 hours ago
    Coleman, Stephen Trial Started Preston Hollow Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    9
    Revenue
    $1,508
    Phone
    (555) 233-4998
  • 6 days ago
    Young, Jonathan Lapsed Visited Other Market
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    4
    Revenue
    $849
    Phone
    (555) 432-9908
  • 6 days ago
    Powell, Philip Suspended Duplicate Profile
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    3
    Revenue
    --
    Phone
    (555) 432-9908
  • 1 day ago
    Williams, Philip Member Preston Hollow
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -5
    Revenue
    $317
    Phone
    (555) 123-5674
  • 6 days ago
    Miller, Robert Contacted
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -10
    Revenue
    $1,273
    Phone
    (555) 123-5674
  • 3 hours ago
    Williams, Kevin Suspended
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -11
    Revenue
    $208
    Phone
    (555) 233-4998
  • 1 day ago
    Hughes, Shawn Contacted Preston Hollow Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -12
    Revenue
    --
    Phone
    --
  • 6 days ago
    Murphy, Jonathan Contacted
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -24
    Revenue
    $2,284
    Phone
    (555) 432-9908
  • 6 days ago
    Williams, Billy Suspended Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -25
    Revenue
    $736
    Phone
    --
  • 15 days ago
    Miller, Juan Suspended Preston Hollow
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -26
    Revenue
    $2,367
    Phone
    --
  • 6 days ago
    Bailey, Margaret Terminated Duplicate Profile
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -31
    Revenue
    --
    Phone
    --
  • 1 day ago
    Alexander, Philip Suspended
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -39
    Revenue
    $1,436
    Phone
    (555) 233-4998
  • 3 hours ago
    Anderson, Terry Terminated Preston Hollow Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -40
    Revenue
    $2,100
    Phone
    --
  • 15 days ago
    Clark, Kevin Active Non-Member
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -45
    Revenue
    $1,481
    Phone
    (555) 233-4998
  • 3 hours ago
    Bailey, Stephen Trial Ended
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -46
    Revenue
    --
    Phone
    (555) 432-9908
  • 1 day ago
    Miller, Todd Lapsed Flatiron Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -54
    Revenue
    $821
    Phone
    (555) 123-5674
  • 6 days ago
    Powell, Philip Lapsed
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -59
    Revenue
    $1,521
    Phone
    (555) 233-4998
  • 5 hours ago
    Richardson, Kevin New Lead
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -60
    Revenue
    $436
    Phone
    (555) 123-5674
  • 6 days ago
    Lewis, Billy Active Non-Member Flatiron Duplicate Profile Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -61
    Revenue
    --
    Phone
    --
  • 3 hours ago
    Miller, Christopher Engaged
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -73
    Revenue
    $892
    Phone
    (555) 233-4998
  • 6 days ago
    Bailey, Kevin Trial Ended
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -74
    Revenue
    $583
    Phone
    (555) 432-9908
  • 1 day ago
    Williams, Jonathan Member Preston Hollow
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -75
    Revenue
    $2,351
    Phone
    (555) 233-4998
  • 1 day ago
    Alexander, Teresa Trial Started Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -80
    Revenue
    --
    Phone
    (555) 432-9908
  • 6 days ago
    Anderson, Juan Engaged
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -88
    Revenue
    $632
    Phone
    --
  • 6 days ago
    Lewis, Christopher Lapsed Preston Hollow Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -89
    Revenue
    $508
    Phone
    (555) 233-4998
  • 5 hours ago
    Anderson, Christine Engaged
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -94
    Revenue
    $261
    Phone
    --
  • 3 hours ago
    Clark, Ruth Terminated Duplicate Profile
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -95
    Revenue
    --
    Phone
    (555) 123-5674
  • 1 day ago
    Garcia, Teresa Member Preston Hollow
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -103
    Revenue
    $1,159
    Phone
    (555) 233-4998
  • 5 hours ago
    Anderson, Billy Trial Ended
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -108
    Revenue
    $1,078
    Phone
    --
  • 3 hours ago
    Hughes, Margaret Active Non-Member Visited Other Market
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -109
    Revenue
    $726
    Phone
    --
Location
Start Date
End Date
Purchased Type
Referral Source

January 1, 2020 to June 30, 2020

Steps Sales Funnel Leads Conversion Rate Revenue
New Lead 177 -- $20,000
Contacted 70 90% $18,000
Engaged 168 85% $15,000
Trial Started 119 96% $14,000
Trial Ended 177 97% $11,000
Converted 148 94% $20,000
Active Non-Member 172 -- --
Member 67 -- --
Suspended 193 -- --
Terminated 52 -- --
Recent Conversations
Jimmy Denis How are you ?
Chad Ok, Thanks !
John Doe Ready for the meeting today with...
Today's Appointments
Jimmy Denis Today, 11:30am
Chad Tomorrow, 11:45am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Action Another action Something else here
Chad (555) 556-9090  |  E-Mail
...
Chad, this is Wendy at Bright Dental. Your next appointment is Thursday, June 20 at 9:30am. Please reply with 'C' to confirm. See you then!
Julie Lastra
Lorem ipsum dolor sit amet, consectetur adipisicing elit rcusandae, aperiam.
Monday, April 15, 2019 at 1:03pm
Chad
C
Thanks. Can I make an appointment for my wife as well?
Monday, April 15, 2019 at 1:03pm
...
Yes, we will just need her name, birthdate, and social security number. This conversation is being made secure for you to submit those three things.
...
You can now submit the information and this conversation will be private.
Monday, April 15, 2019 at 1:03pm
Chad
Ok, thanks. Her name is April Smith. Her dob is 7/31/69. Her social is 413-44-4444.
Monday, April 15, 2019 at 1:03pm
Chad Butler confirmed his appointment on August 1
Monday, April 15, 2019 at 1:03pm
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