Leads

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Referral Source
  • 3 hours ago
    Murphy, Juan New Lead
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    25
    Revenue
    $1,795
    Phone
    (555) 233-4998
  • 3 hours ago
    Murphy, Jonathan Active Non-Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    24
    Revenue
    $2,102
    Phone
    (555) 123-5674
  • 15 days ago
    Garcia, Christopher Trial Started Preston Hollow
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    23
    Revenue
    $419
    Phone
    (555) 233-4998
  • 3 hours ago
    Clark, Robert Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    18
    Revenue
    --
    Phone
    --
  • 6 days ago
    Clark, Robert Contacted
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    10
    Revenue
    $1,851
    Phone
    (555) 233-4998
  • 3 hours ago
    Alexander, Jonathan Engaged Adams Morgan Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    9
    Revenue
    $535
    Phone
    (555) 432-9908
  • 15 days ago
    Anderson, Harold New Lead Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    4
    Revenue
    $1,775
    Phone
    --
  • 3 hours ago
    Miller, Juan New Lead Duplicate Profile
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    3
    Revenue
    --
    Phone
    (555) 233-4998
  • 6 days ago
    Cooper, Kevin Terminated Flatiron
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -5
    Revenue
    $336
    Phone
    (555) 233-4998
  • 15 days ago
    Alexander, Louis Suspended
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -10
    Revenue
    $1,524
    Phone
    (555) 233-4998
  • 1 day ago
    Murphy, Terry Engaged
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -11
    Revenue
    $1,216
    Phone
    (555) 233-4998
  • 6 days ago
    Anderson, Margaret New Lead Flatiron Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -12
    Revenue
    --
    Phone
    (555) 123-5674
  • 15 days ago
    Garcia, Teresa Trial Ended
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -24
    Revenue
    $2,212
    Phone
    (555) 233-4998
  • 6 days ago
    Roberts, Robert Suspended Visited Other Market
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -25
    Revenue
    $738
    Phone
    (555) 123-5674
  • 6 days ago
    Clark, Shawn Terminated Adams Morgan
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -26
    Revenue
    $527
    Phone
    (555) 233-4998
  • 5 hours ago
    Lewis, Christopher Engaged Duplicate Profile
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -31
    Revenue
    --
    Phone
    (555) 123-5674
  • 15 days ago
    Rivera, Margaret New Lead
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -39
    Revenue
    $265
    Phone
    --
  • 1 day ago
    Young, Kevin New Lead Flatiron 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
    Facebook
    # Visits
    -40
    Revenue
    $1,334
    Phone
    (555) 233-4998
  • 3 hours ago
    Bailey, Teresa Lapsed
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -45
    Revenue
    $398
    Phone
    (555) 233-4998
  • 6 days ago
    Hughes, Louis Engaged
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -46
    Revenue
    --
    Phone
    (555) 432-9908
  • 15 days ago
    Roberts, Robert Engaged Preston Hollow Visited Other Market
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -54
    Revenue
    $2,254
    Phone
    (555) 432-9908
  • 15 days ago
    Coleman, Louis Suspended
    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
    -59
    Revenue
    $1,754
    Phone
    (555) 123-5674
  • 3 hours ago
    Cooper, Stephen Member
    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
    -60
    Revenue
    $1,076
    Phone
    --
  • 15 days ago
    Coleman, Kevin Active Non-Member Preston Hollow Duplicate Profile Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -61
    Revenue
    --
    Phone
    (555) 123-5674
  • 15 days ago
    Williams, Teresa Contacted
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -73
    Revenue
    $708
    Phone
    --
  • 5 hours ago
    Murphy, Philip Trial Ended
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -74
    Revenue
    $1,356
    Phone
    (555) 233-4998
  • 1 day ago
    Lewis, Stephen Trial Ended Adams Morgan
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -75
    Revenue
    $1,659
    Phone
    (555) 432-9908
  • 6 days ago
    Alexander, Christopher Trial Started Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -80
    Revenue
    --
    Phone
    --
  • 1 day ago
    Murphy, Stephen Terminated
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -88
    Revenue
    $1,845
    Phone
    (555) 432-9908
  • 3 hours ago
    Miller, Todd Suspended 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
    --
    Referral Source
    Walk-In
    # Visits
    -89
    Revenue
    $1,168
    Phone
    (555) 432-9908
  • 6 days ago
    Cooper, Shawn New Lead
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -94
    Revenue
    $2,144
    Phone
    (555) 233-4998
  • 6 days ago
    Powell, Christine Trial Ended Duplicate Profile
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -95
    Revenue
    --
    Phone
    (555) 233-4998
  • 5 hours ago
    Hughes, Jonathan Contacted Adams Morgan
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -103
    Revenue
    $683
    Phone
    (555) 432-9908
  • 15 days ago
    Young, Christopher Engaged
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -108
    Revenue
    $314
    Phone
    (555) 432-9908
  • 1 day ago
    Miller, Shawn Engaged Visited Other Market
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -109
    Revenue
    $2,185
    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 183 -- $20,000
Contacted 51 90% $18,000
Engaged 56 85% $15,000
Trial Started 111 96% $14,000
Trial Ended 171 97% $11,000
Converted 103 94% $20,000
Active Non-Member 89 -- --
Member 91 -- --
Suspended 155 -- --
Terminated 159 -- --
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
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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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