Lead Status
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Assigned to
Leads Since
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Referral Source
  • 15 days ago
    Williams, Teresa Suspended
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    25
    Revenue
    $328
    Phone
    (555) 123-5674
  • 1 day ago
    Coleman, 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
    $1,207
    Phone
    (555) 432-9908
  • 6 days ago
    Bailey, Christopher Active Non-Member Preston Hollow
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    23
    Revenue
    $2,385
    Phone
    --
  • 1 day ago
    Murphy, Stephen Suspended
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    18
    Revenue
    --
    Phone
    (555) 233-4998
  • 5 hours ago
    Roberts, Jonathan Terminated
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    10
    Revenue
    $1,473
    Phone
    --
  • 5 hours ago
    Roberts, Christopher Terminated Preston Hollow Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    9
    Revenue
    $2,038
    Phone
    (555) 233-4998
  • 1 day ago
    Clark, Philip Lapsed Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    4
    Revenue
    $659
    Phone
    --
  • 6 days ago
    Clark, Terry Trial Started Duplicate Profile
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    3
    Revenue
    --
    Phone
    (555) 233-4998
  • 1 day ago
    Clark, Margaret Contacted Flatiron
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -5
    Revenue
    $1,226
    Phone
    (555) 123-5674
  • 1 day ago
    Miller, Billy Terminated
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -10
    Revenue
    $312
    Phone
    (555) 123-5674
  • 6 days ago
    Richardson, Ruth Engaged
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -11
    Revenue
    $1,346
    Phone
    (555) 432-9908
  • 5 hours ago
    Richardson, Christopher New Lead Flatiron Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -12
    Revenue
    --
    Phone
    --
  • 5 hours ago
    Clark, Billy New Lead
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -24
    Revenue
    $919
    Phone
    --
  • 1 day ago
    Garcia, Robert Suspended Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -25
    Revenue
    $274
    Phone
    (555) 123-5674
  • 15 days ago
    Miller, Margaret Lapsed Flatiron
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -26
    Revenue
    $1,076
    Phone
    --
  • 1 day ago
    Miller, Robert Trial Started Duplicate Profile
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -31
    Revenue
    --
    Phone
    (555) 432-9908
  • 3 hours ago
    Lewis, Shawn Lapsed
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -39
    Revenue
    $1,676
    Phone
    (555) 123-5674
  • 3 hours ago
    Rivera, Todd Lapsed Flatiron 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
    Facebook
    # Visits
    -40
    Revenue
    $353
    Phone
    --
  • 1 day ago
    Bailey, Philip Contacted
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -45
    Revenue
    $1,934
    Phone
    --
  • 1 day ago
    Young, Christopher Active Non-Member
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -46
    Revenue
    --
    Phone
    --
  • 1 day ago
    Cooper, Shawn Trial Ended Adams Morgan Visited Other Market
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -54
    Revenue
    $2,296
    Phone
    (555) 123-5674
  • 15 days ago
    Coleman, Louis Trial Started
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -59
    Revenue
    $2,008
    Phone
    (555) 233-4998
  • 6 days ago
    Lewis, Philip Terminated
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -60
    Revenue
    $1,779
    Phone
    (555) 432-9908
  • 1 day ago
    Cooper, Billy Contacted Flatiron Duplicate Profile Follow-up scheduled for 10/18/21 Do Not Contact
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -61
    Revenue
    --
    Phone
    (555) 123-5674
  • 5 hours ago
    Richardson, Teresa Lapsed
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -73
    Revenue
    $826
    Phone
    --
  • 1 day ago
    Coleman, Stephen Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -74
    Revenue
    $1,018
    Phone
    (555) 123-5674
  • 3 hours ago
    Anderson, Terry Trial Started Preston Hollow
    Last Contact
    --
    Last Visit
    --
    Next Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -75
    Revenue
    $2,261
    Phone
    --
  • 5 hours ago
    Williams, Terry Terminated Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -80
    Revenue
    --
    Phone
    (555) 233-4998
  • 5 hours ago
    Garcia, Kevin Engaged
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -88
    Revenue
    $1,915
    Phone
    (555) 432-9908
  • 5 hours ago
    Murphy, Todd Member Adams Morgan 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
    -89
    Revenue
    $1,028
    Phone
    --
  • 6 days ago
    Alexander, Jonathan Suspended
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Next Visit
    --
    Referral Source
    AdWords
    # Visits
    -94
    Revenue
    $1,393
    Phone
    --
  • 3 hours ago
    Cooper, Juan Suspended Duplicate Profile
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -95
    Revenue
    --
    Phone
    (555) 233-4998
  • 15 days ago
    Murphy, Kevin Contacted Preston Hollow
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -103
    Revenue
    $1,977
    Phone
    (555) 233-4998
  • 3 hours ago
    Garcia, Terry Terminated
    Last Contact
    --
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Facebook
    # Visits
    -108
    Revenue
    $1,692
    Phone
    (555) 432-9908
  • 1 day ago
    Bailey, Jonathan Lapsed Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Next Visit
    --
    Referral Source
    Walk-In
    # Visits
    -109
    Revenue
    $922
    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 143 -- $20,000
Contacted 83 90% $18,000
Engaged 124 85% $15,000
Trial Started 93 96% $14,000
Trial Ended 151 97% $11,000
Converted 134 94% $20,000
Active Non-Member 194 -- --
Member 62 -- --
Suspended 127 -- --
Terminated 117 -- --
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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