Leads

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Referral Source
  • 3 hours ago
    Anderson, Christopher Active Non-Member
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    25
    Revenue
    $2,218
    Phone
    --
  • 1 day ago
    Roberts, Kevin Member
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    24
    Revenue
    $1,805
    Phone
    --
  • 3 hours ago
    Lewis, Robert Lapsed Flatiron
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    23
    Revenue
    $677
    Phone
    (555) 432-9908
  • 1 day ago
    Powell, Juan Lapsed
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    18
    Revenue
    --
    Phone
    (555) 233-4998
  • 15 days ago
    Lewis, Margaret Suspended
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    10
    Revenue
    $2,197
    Phone
    (555) 123-5674
  • 3 hours ago
    Rivera, Christopher Lapsed Flatiron Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    9
    Revenue
    $445
    Phone
    (555) 432-9908
  • 1 day ago
    Miller, Margaret Engaged Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    4
    Revenue
    $2,373
    Phone
    (555) 233-4998
  • 1 day ago
    Powell, Stephen Active Non-Member Duplicate Profile
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    3
    Revenue
    --
    Phone
    (555) 233-4998
  • 1 day ago
    Clark, Kevin Contacted Flatiron
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -5
    Revenue
    $1,710
    Phone
    --
  • 1 day ago
    Clark, Terry New Lead
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -10
    Revenue
    $990
    Phone
    (555) 123-5674
  • 3 hours ago
    Williams, Billy Suspended
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -11
    Revenue
    $539
    Phone
    --
  • 1 day ago
    Rivera, Louis Trial Started Preston Hollow Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -12
    Revenue
    --
    Phone
    --
  • 1 day ago
    Miller, Terry Active Non-Member
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -24
    Revenue
    $203
    Phone
    (555) 233-4998
  • 6 days ago
    Alexander, Billy Member Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -25
    Revenue
    $2,297
    Phone
    --
  • 15 days ago
    Coleman, Jonathan Trial Started Flatiron
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -26
    Revenue
    $555
    Phone
    (555) 123-5674
  • 5 hours ago
    Hughes, Margaret Terminated Duplicate Profile
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -31
    Revenue
    --
    Phone
    --
  • 15 days ago
    Coleman, Louis Trial Started
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -39
    Revenue
    $2,387
    Phone
    --
  • 6 days ago
    Bailey, Harold Trial Ended Adams Morgan Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -40
    Revenue
    $494
    Phone
    (555) 432-9908
  • 6 days ago
    Rivera, Teresa Active Non-Member
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -45
    Revenue
    $1,321
    Phone
    (555) 233-4998
  • 6 days ago
    Powell, Christopher Active Non-Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -46
    Revenue
    --
    Phone
    (555) 123-5674
  • 1 day ago
    Garcia, Billy Terminated Adams Morgan Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -54
    Revenue
    $2,210
    Phone
    (555) 233-4998
  • 15 days ago
    Hughes, Kevin Contacted
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -59
    Revenue
    $2,427
    Phone
    --
  • 6 days ago
    Alexander, Billy Lapsed
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -60
    Revenue
    $2,028
    Phone
    (555) 123-5674
  • 5 hours ago
    Murphy, Kevin Trial Ended Flatiron 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
    Walk-In
    # Visits
    -61
    Revenue
    --
    Phone
    (555) 123-5674
  • 3 hours ago
    Powell, Shawn Member
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -73
    Revenue
    $801
    Phone
    --
  • 5 hours ago
    Young, Christine New Lead
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -74
    Revenue
    $1,144
    Phone
    --
  • 1 day ago
    Clark, Ruth Trial Started Flatiron
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -75
    Revenue
    $1,755
    Phone
    (555) 432-9908
  • 15 days ago
    Powell, Billy New Lead Visited Other Market
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -80
    Revenue
    --
    Phone
    --
  • 3 hours ago
    Hughes, Harold New Lead
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -88
    Revenue
    $1,950
    Phone
    (555) 233-4998
  • 3 hours ago
    Richardson, Todd Contacted Flatiron 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
    AdWords
    # Visits
    -89
    Revenue
    $722
    Phone
    --
  • 1 day ago
    Williams, Margaret Active Non-Member
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -94
    Revenue
    $1,447
    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
  • 3 hours ago
    Anderson, Philip Lapsed Preston Hollow
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -103
    Revenue
    $1,765
    Phone
    --
  • 15 days ago
    Murphy, Christine Contacted
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -108
    Revenue
    $841
    Phone
    (555) 432-9908
  • 6 days ago
    Williams, Robert Active Non-Member Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -109
    Revenue
    $785
    Phone
    (555) 432-9908
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 120 -- $20,000
Contacted 129 90% $18,000
Engaged 192 85% $15,000
Trial Started 131 96% $14,000
Trial Ended 150 97% $11,000
Converted 168 94% $20,000
Active Non-Member 153 -- --
Member 72 -- --
Suspended 155 -- --
Terminated 186 -- --
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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