Leads

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Referral Source
  • 1 day ago
    Rivera, Louis Contacted
    Last Contact
    --
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    25
    Revenue
    $524
    Phone
    (555) 123-5674
  • 6 days ago
    Hughes, Christopher Member
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    24
    Revenue
    $388
    Phone
    (555) 233-4998
  • 5 hours ago
    Anderson, Harold Contacted Preston Hollow
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    23
    Revenue
    $2,038
    Phone
    --
  • 6 days ago
    Garcia, Jonathan Trial Started
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    18
    Revenue
    --
    Phone
    --
  • 1 day ago
    Anderson, Louis Active Non-Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    10
    Revenue
    $2,193
    Phone
    --
  • 3 hours ago
    Young, Kevin Suspended Preston Hollow Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    9
    Revenue
    $705
    Phone
    --
  • 15 days ago
    Young, Christine New Lead Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    4
    Revenue
    $2,097
    Phone
    --
  • 5 hours ago
    Miller, Christopher Suspended Duplicate Profile
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    3
    Revenue
    --
    Phone
    --
  • 15 days ago
    Clark, Christopher Suspended Preston Hollow
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -5
    Revenue
    $1,809
    Phone
    --
  • 1 day ago
    Clark, Shawn Member
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -10
    Revenue
    $2,063
    Phone
    (555) 123-5674
  • 1 day ago
    Garcia, Harold Terminated
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -11
    Revenue
    $1,921
    Phone
    --
  • 1 day ago
    Lewis, Ruth Suspended Adams Morgan Follow-up scheduled for 10/18/21
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -12
    Revenue
    --
    Phone
    (555) 432-9908
  • 5 hours ago
    Miller, Louis New Lead
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -24
    Revenue
    $1,898
    Phone
    --
  • 1 day ago
    Lewis, Robert Member Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -25
    Revenue
    $2,372
    Phone
    --
  • 1 day ago
    Hughes, Margaret Suspended Flatiron
    Last Contact
    --
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -26
    Revenue
    $1,237
    Phone
    --
  • 1 day ago
    Hughes, Terry Active Non-Member Duplicate Profile
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -31
    Revenue
    --
    Phone
    (555) 432-9908
  • 3 hours ago
    Hughes, Margaret Member
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -39
    Revenue
    $2,002
    Phone
    (555) 432-9908
  • 5 hours ago
    Garcia, Stephen Trial Ended Adams Morgan Follow-up scheduled for 10/18/21
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -40
    Revenue
    $691
    Phone
    (555) 432-9908
  • 1 day ago
    Rivera, Juan Contacted
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -45
    Revenue
    $1,688
    Phone
    (555) 432-9908
  • 6 days ago
    Miller, Louis Active Non-Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -46
    Revenue
    --
    Phone
    (555) 432-9908
  • 6 days ago
    Hughes, Louis Suspended Preston Hollow Visited Other Market
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -54
    Revenue
    $554
    Phone
    --
  • 3 hours ago
    Clark, Shawn Trial Started
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -59
    Revenue
    $298
    Phone
    (555) 432-9908
  • 3 hours ago
    Williams, Todd Suspended
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -60
    Revenue
    $1,981
    Phone
    (555) 123-5674
  • 15 days ago
    Richardson, Billy Trial Started Preston Hollow Duplicate Profile Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -61
    Revenue
    --
    Phone
    (555) 233-4998
  • 1 day ago
    Garcia, Shawn Suspended
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -73
    Revenue
    $2,385
    Phone
    (555) 233-4998
  • 15 days ago
    Murphy, Billy Member
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -74
    Revenue
    $1,401
    Phone
    (555) 233-4998
  • 6 days ago
    Williams, Terry Engaged Preston Hollow
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -75
    Revenue
    $1,144
    Phone
    (555) 233-4998
  • 5 hours ago
    Powell, Harold Trial Ended Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -80
    Revenue
    --
    Phone
    (555) 233-4998
  • 1 day ago
    Alexander, Billy Member
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    -88
    Revenue
    $1,025
    Phone
    (555) 123-5674
  • 3 hours ago
    Rivera, Stephen Trial Started Flatiron Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -89
    Revenue
    $2,253
    Phone
    --
  • 1 day ago
    Garcia, Robert Trial Started
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -94
    Revenue
    $2,104
    Phone
    (555) 432-9908
  • 6 days ago
    Powell, Louis Engaged Duplicate Profile
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -95
    Revenue
    --
    Phone
    (555) 123-5674
  • 5 hours ago
    Hughes, Terry Active Non-Member Adams Morgan
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -103
    Revenue
    $650
    Phone
    (555) 233-4998
  • 3 hours ago
    Cooper, Terry Contacted
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -108
    Revenue
    $1,155
    Phone
    (555) 233-4998
  • 1 day ago
    Clark, Teresa Trial Ended Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -109
    Revenue
    $503
    Phone
    (555) 123-5674
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 176 -- $20,000
Contacted 118 90% $18,000
Engaged 128 85% $15,000
Trial Started 183 96% $14,000
Trial Ended 118 97% $11,000
Converted 128 94% $20,000
Active Non-Member 106 -- --
Member 131 -- --
Suspended 71 -- --
Terminated 121 -- --
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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