Leads

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Referral Source
  • 15 days ago
    Bailey, Juan Engaged
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    25
    Revenue
    $390
    Phone
    (555) 123-5674
  • 5 hours ago
    Roberts, Kevin Contacted
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    24
    Revenue
    $2,172
    Phone
    --
  • 6 days ago
    Young, Stephen Active Non-Member Flatiron
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    23
    Revenue
    $2,495
    Phone
    --
  • 1 day ago
    Clark, Billy New Lead
    Last Contact
    --
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    18
    Revenue
    --
    Phone
    --
  • 1 day ago
    Rivera, Christopher Lapsed
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    10
    Revenue
    $529
    Phone
    --
  • 1 day ago
    Hughes, Harold Suspended Preston Hollow Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    9
    Revenue
    $2,392
    Phone
    (555) 233-4998
  • 5 hours ago
    Murphy, Billy Trial Ended Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    4
    Revenue
    $1,040
    Phone
    (555) 233-4998
  • 6 days ago
    Alexander, Stephen Engaged Duplicate Profile
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    3
    Revenue
    --
    Phone
    (555) 233-4998
  • 1 day ago
    Hughes, Stephen Terminated Adams Morgan
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -5
    Revenue
    $873
    Phone
    (555) 233-4998
  • 1 day ago
    Williams, Kevin Suspended
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -10
    Revenue
    $669
    Phone
    (555) 233-4998
  • 6 days ago
    Rivera, Margaret Terminated
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -11
    Revenue
    $1,541
    Phone
    (555) 432-9908
  • 1 day ago
    Clark, Kevin Suspended Flatiron Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -12
    Revenue
    --
    Phone
    --
  • 3 hours ago
    Williams, Louis Lapsed
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -24
    Revenue
    $600
    Phone
    --
  • 1 day ago
    Hughes, Teresa Contacted Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -25
    Revenue
    $918
    Phone
    --
  • 1 day ago
    Cooper, Margaret Trial Ended Adams Morgan
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -26
    Revenue
    $1,188
    Phone
    (555) 432-9908
  • 1 day ago
    Bailey, Christopher New Lead Duplicate Profile
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -31
    Revenue
    --
    Phone
    --
  • 1 day ago
    Miller, Christopher Trial Ended
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -39
    Revenue
    $1,874
    Phone
    (555) 123-5674
  • 3 hours ago
    Rivera, Harold Trial Started Flatiron Follow-up scheduled for 10/18/21
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -40
    Revenue
    $2,457
    Phone
    (555) 123-5674
  • 3 hours ago
    Williams, Philip Member
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -45
    Revenue
    $1,562
    Phone
    (555) 233-4998
  • 1 day ago
    Roberts, Philip Contacted
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -46
    Revenue
    --
    Phone
    (555) 123-5674
  • 1 day ago
    Roberts, Harold Lapsed Adams Morgan Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -54
    Revenue
    $1,915
    Phone
    --
  • 5 hours ago
    Bailey, Terry Suspended
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -59
    Revenue
    $1,088
    Phone
    (555) 432-9908
  • 3 hours ago
    Bailey, Stephen Terminated
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -60
    Revenue
    $244
    Phone
    (555) 123-5674
  • 15 days ago
    Bailey, Christine Trial Ended Preston Hollow Duplicate Profile Follow-up scheduled for 10/18/21
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -61
    Revenue
    --
    Phone
    (555) 123-5674
  • 5 hours ago
    Coleman, Shawn Engaged
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -73
    Revenue
    $930
    Phone
    (555) 432-9908
  • 15 days ago
    Lewis, Terry Member
    Last Contact
    --
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -74
    Revenue
    $2,205
    Phone
    --
  • 5 hours ago
    Murphy, Christopher Suspended Flatiron
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -75
    Revenue
    $207
    Phone
    (555) 233-4998
  • 3 hours ago
    Cooper, Margaret Lapsed Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -80
    Revenue
    --
    Phone
    (555) 432-9908
  • 6 days ago
    Young, Todd Trial Ended
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -88
    Revenue
    $2,463
    Phone
    --
  • 6 days ago
    Coleman, Terry Engaged Adams Morgan Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -89
    Revenue
    $591
    Phone
    (555) 233-4998
  • 5 hours ago
    Williams, Jonathan New Lead
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -94
    Revenue
    $1,304
    Phone
    (555) 233-4998
  • 1 day ago
    Miller, Teresa Trial Started Duplicate Profile
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -95
    Revenue
    --
    Phone
    --
  • 1 day ago
    Powell, Louis Member Flatiron
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -103
    Revenue
    $2,368
    Phone
    --
  • 5 hours ago
    Cooper, Robert New Lead
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -108
    Revenue
    $235
    Phone
    (555) 432-9908
  • 1 day ago
    Richardson, Todd Terminated Visited Other Market
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -109
    Revenue
    $728
    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 129 -- $20,000
Contacted 86 90% $18,000
Engaged 51 85% $15,000
Trial Started 55 96% $14,000
Trial Ended 198 97% $11,000
Converted 197 94% $20,000
Active Non-Member 105 -- --
Member 155 -- --
Suspended 118 -- --
Terminated 79 -- --
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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