Lead Status
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Leads Since
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Referral Source
  • 15 days ago
    Alexander, Juan Lapsed
    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
    25
    Revenue
    $587
    Phone
    (555) 123-5674
  • 3 hours ago
    Williams, Billy Suspended
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    24
    Revenue
    $1,033
    Phone
    (555) 233-4998
  • 3 hours ago
    Powell, Terry New Lead Flatiron
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    23
    Revenue
    $1,203
    Phone
    --
  • 15 days ago
    Young, Kevin Trial Ended
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    18
    Revenue
    --
    Phone
    (555) 233-4998
  • 5 hours ago
    Murphy, Christopher Engaged
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    10
    Revenue
    $2,145
    Phone
    --
  • 6 days ago
    Powell, Juan Trial Started 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
    Walk-In
    # Visits
    9
    Revenue
    $1,155
    Phone
    (555) 123-5674
  • 6 days ago
    Coleman, Margaret Trial Started Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    4
    Revenue
    $753
    Phone
    --
  • 15 days ago
    Cooper, Jonathan Suspended Duplicate Profile
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    3
    Revenue
    --
    Phone
    (555) 233-4998
  • 3 hours ago
    Anderson, Margaret Terminated Preston Hollow
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -5
    Revenue
    $1,356
    Phone
    (555) 123-5674
  • 5 hours ago
    Anderson, Robert Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -10
    Revenue
    $2,126
    Phone
    --
  • 3 hours ago
    Young, Robert Trial Ended
    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
    -11
    Revenue
    $1,936
    Phone
    --
  • 6 days ago
    Alexander, Margaret Lapsed Flatiron 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
    Member (Sarah Jones)
    # Visits
    -12
    Revenue
    --
    Phone
    --
  • 6 days ago
    Williams, Teresa Member
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -24
    Revenue
    $550
    Phone
    (555) 432-9908
  • 1 day ago
    Hughes, Christopher Suspended Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -25
    Revenue
    $1,776
    Phone
    --
  • 1 day ago
    Clark, Shawn Contacted Preston Hollow
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -26
    Revenue
    $201
    Phone
    (555) 432-9908
  • 5 hours ago
    Hughes, Christopher Terminated Duplicate Profile
    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
    -31
    Revenue
    --
    Phone
    (555) 432-9908
  • 5 hours ago
    Richardson, Billy Contacted
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -39
    Revenue
    $1,100
    Phone
    --
  • 5 hours ago
    Garcia, Stephen Member 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
    --
    Referral Source
    Facebook
    # Visits
    -40
    Revenue
    $2,475
    Phone
    (555) 233-4998
  • 1 day ago
    Roberts, Todd Suspended
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -45
    Revenue
    $1,310
    Phone
    (555) 123-5674
  • 1 day ago
    Garcia, Margaret Contacted
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -46
    Revenue
    --
    Phone
    (555) 123-5674
  • 15 days ago
    Williams, Jonathan New Lead Preston Hollow Visited Other Market
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -54
    Revenue
    $579
    Phone
    (555) 233-4998
  • 5 hours ago
    Young, Juan Terminated
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -59
    Revenue
    $2,196
    Phone
    --
  • 1 day ago
    Bailey, Ruth Active Non-Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -60
    Revenue
    $2,243
    Phone
    --
  • 1 day ago
    Richardson, Christopher Lapsed Adams Morgan 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
    --
  • 6 days ago
    Roberts, Christine Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -73
    Revenue
    $473
    Phone
    (555) 233-4998
  • 6 days ago
    Cooper, Ruth Lapsed
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -74
    Revenue
    $1,788
    Phone
    (555) 123-5674
  • 15 days ago
    Richardson, Philip Lapsed Flatiron
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -75
    Revenue
    $1,573
    Phone
    --
  • 3 hours ago
    Anderson, Christopher Suspended Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -80
    Revenue
    --
    Phone
    --
  • 1 day ago
    Coleman, Harold Member
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -88
    Revenue
    $970
    Phone
    (555) 123-5674
  • 3 hours ago
    Williams, Teresa Contacted Adams Morgan 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
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -89
    Revenue
    $947
    Phone
    (555) 233-4998
  • 3 hours ago
    Garcia, Billy Terminated
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -94
    Revenue
    $317
    Phone
    --
  • 1 day ago
    Anderson, Billy Trial Ended Duplicate Profile
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -95
    Revenue
    --
    Phone
    (555) 233-4998
  • 5 hours ago
    Alexander, Juan Terminated Adams Morgan
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -103
    Revenue
    $941
    Phone
    (555) 432-9908
  • 3 hours ago
    Cooper, Shawn New Lead
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -108
    Revenue
    $1,452
    Phone
    (555) 432-9908
  • 5 hours ago
    Lewis, Robert Engaged Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -109
    Revenue
    $1,743
    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 69 -- $20,000
Contacted 109 90% $18,000
Engaged 132 85% $15,000
Trial Started 140 96% $14,000
Trial Ended 55 97% $11,000
Converted 188 94% $20,000
Active Non-Member 183 -- --
Member 161 -- --
Suspended 78 -- --
Terminated 121 -- --
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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