Leads

Lead Status
Location
Assigned to
Leads Since
Contacted More Than
Limit Results
Sort By
Purchased Keywords
Exclude Membership Keywords
Visited Since
Minimum Visits
Referral Source
  • 1 day ago
    Young, Philip Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    25
    Revenue
    $849
    Phone
    (555) 123-5674
  • 3 hours ago
    Garcia, Kevin Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    24
    Revenue
    $2,057
    Phone
    (555) 432-9908
  • 6 days ago
    Anderson, Robert Terminated Adams Morgan
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    23
    Revenue
    $924
    Phone
    (555) 123-5674
  • 6 days ago
    Richardson, Shawn Suspended
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    18
    Revenue
    --
    Phone
    --
  • 15 days ago
    Coleman, Jonathan Engaged
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    10
    Revenue
    $1,535
    Phone
    --
  • 5 hours ago
    Hughes, Harold Lapsed Preston Hollow Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    9
    Revenue
    $1,281
    Phone
    (555) 432-9908
  • 1 day ago
    Murphy, Shawn Member Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    4
    Revenue
    $1,467
    Phone
    (555) 432-9908
  • 1 day ago
    Richardson, Louis Engaged Duplicate Profile
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    3
    Revenue
    --
    Phone
    (555) 432-9908
  • 6 days ago
    Coleman, Teresa Active Non-Member Flatiron
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -5
    Revenue
    $1,554
    Phone
    --
  • 15 days ago
    Alexander, Christine Member
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -10
    Revenue
    $1,309
    Phone
    --
  • 3 hours ago
    Anderson, Robert Suspended
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -11
    Revenue
    $943
    Phone
    --
  • 1 day ago
    Cooper, Christopher Engaged Preston Hollow Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -12
    Revenue
    --
    Phone
    (555) 123-5674
  • 15 days ago
    Powell, Juan Lapsed
    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
    -24
    Revenue
    $1,812
    Phone
    (555) 233-4998
  • 15 days ago
    Rivera, Margaret Suspended Visited Other Market
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -25
    Revenue
    $258
    Phone
    --
  • 5 hours ago
    Miller, Billy Active Non-Member Adams Morgan
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -26
    Revenue
    $1,482
    Phone
    (555) 233-4998
  • 1 day ago
    Young, Margaret Terminated Duplicate Profile
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -31
    Revenue
    --
    Phone
    (555) 432-9908
  • 3 hours ago
    Murphy, Christine Terminated
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -39
    Revenue
    $341
    Phone
    (555) 233-4998
  • 1 day ago
    Coleman, Billy Trial Started Flatiron Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -40
    Revenue
    $354
    Phone
    (555) 123-5674
  • 1 day ago
    Roberts, Terry Engaged
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -45
    Revenue
    $914
    Phone
    (555) 233-4998
  • 1 day ago
    Powell, Shawn Trial Ended
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -46
    Revenue
    --
    Phone
    (555) 432-9908
  • 5 hours ago
    Young, Todd Engaged Flatiron Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -54
    Revenue
    $973
    Phone
    --
  • 1 day ago
    Bailey, Teresa Terminated
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -59
    Revenue
    $2,360
    Phone
    (555) 123-5674
  • 1 day ago
    Lewis, Philip Suspended
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -60
    Revenue
    $512
    Phone
    (555) 432-9908
  • 3 hours ago
    Lewis, Kevin Terminated Preston Hollow Duplicate Profile Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -61
    Revenue
    --
    Phone
    --
  • 1 day ago
    Garcia, Christine Member
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -73
    Revenue
    $564
    Phone
    --
  • 1 day ago
    Young, Christopher Terminated
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -74
    Revenue
    $456
    Phone
    --
  • 6 days ago
    Garcia, Christine Trial Ended Flatiron
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -75
    Revenue
    $2,418
    Phone
    --
  • 15 days ago
    Rivera, Harold Engaged Visited Other Market
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -80
    Revenue
    --
    Phone
    --
  • 1 day ago
    Coleman, Margaret Terminated
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -88
    Revenue
    $394
    Phone
    (555) 123-5674
  • 1 day ago
    Richardson, Margaret Terminated Flatiron Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -89
    Revenue
    $1,050
    Phone
    (555) 123-5674
  • 6 days ago
    Clark, Robert Suspended
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -94
    Revenue
    $1,869
    Phone
    (555) 233-4998
  • 15 days ago
    Bailey, Terry Engaged Duplicate Profile
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -95
    Revenue
    --
    Phone
    (555) 432-9908
  • 1 day ago
    Hughes, Christopher Terminated Adams Morgan
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -103
    Revenue
    $1,332
    Phone
    (555) 123-5674
  • 6 days ago
    Garcia, Teresa New Lead
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -108
    Revenue
    $636
    Phone
    (555) 123-5674
  • 5 hours ago
    Coleman, Billy Member Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -109
    Revenue
    $566
    Phone
    (555) 233-4998
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 81 -- $20,000
Contacted 147 90% $18,000
Engaged 161 85% $15,000
Trial Started 80 96% $14,000
Trial Ended 185 97% $11,000
Converted 181 94% $20,000
Active Non-Member 56 -- --
Member 144 -- --
Suspended 51 -- --
Terminated 71 -- --
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
Notification Settings
  • Text Notifications
  • E-Mail Notifications