Leads

Lead Status
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Referral Source
  • 5 hours ago
    Richardson, Christopher Contacted
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    25
    Revenue
    $1,172
    Phone
    --
  • 15 days ago
    Garcia, Louis Engaged
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    24
    Revenue
    $1,987
    Phone
    (555) 123-5674
  • 3 hours ago
    Richardson, Billy Lapsed Flatiron
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    23
    Revenue
    $2,380
    Phone
    (555) 432-9908
  • 1 day ago
    Hughes, Juan New Lead
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    18
    Revenue
    --
    Phone
    --
  • 6 days ago
    Williams, Kevin Member
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    10
    Revenue
    $1,971
    Phone
    (555) 233-4998
  • 1 day ago
    Rivera, Harold Active Non-Member Flatiron Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    9
    Revenue
    $1,464
    Phone
    --
  • 5 hours ago
    Richardson, Jonathan Lapsed Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    Walk-In
    # Visits
    4
    Revenue
    $935
    Phone
    (555) 233-4998
  • 3 hours ago
    Richardson, Christine Trial Started Duplicate Profile
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    3
    Revenue
    --
    Phone
    (555) 233-4998
  • 1 day ago
    Rivera, Philip Contacted Preston Hollow
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -5
    Revenue
    $1,823
    Phone
    (555) 432-9908
  • 15 days ago
    Alexander, Harold Trial Started
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -10
    Revenue
    $1,896
    Phone
    (555) 123-5674
  • 1 day ago
    Lewis, Shawn Contacted
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -11
    Revenue
    $211
    Phone
    (555) 233-4998
  • 6 days ago
    Garcia, Margaret Lapsed Flatiron Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -12
    Revenue
    --
    Phone
    --
  • 15 days ago
    Miller, Billy Trial Started
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -24
    Revenue
    $2,236
    Phone
    (555) 123-5674
  • 1 day ago
    Miller, Teresa Suspended Visited Other Market
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -25
    Revenue
    $1,213
    Phone
    --
  • 15 days ago
    Roberts, Kevin Engaged Flatiron
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    AdWords
    # Visits
    -26
    Revenue
    $1,531
    Phone
    (555) 233-4998
  • 5 hours ago
    Rivera, Todd Engaged Duplicate Profile
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -31
    Revenue
    --
    Phone
    (555) 432-9908
  • 3 hours ago
    Young, Kevin Active Non-Member
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -39
    Revenue
    $2,087
    Phone
    (555) 432-9908
  • 6 days ago
    Bailey, Juan New Lead Preston Hollow Follow-up scheduled for 10/18/21
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -40
    Revenue
    $1,788
    Phone
    --
  • 1 day ago
    Garcia, Margaret Lapsed
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -45
    Revenue
    $361
    Phone
    (555) 233-4998
  • 15 days ago
    Williams, Robert New Lead
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -46
    Revenue
    --
    Phone
    (555) 233-4998
  • 1 day ago
    Lewis, Terry Active Non-Member Preston Hollow Visited Other Market
    Last Contact
    --
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -54
    Revenue
    $2,289
    Phone
    (555) 123-5674
  • 1 day ago
    Williams, Kevin Terminated
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -59
    Revenue
    $613
    Phone
    (555) 233-4998
  • 1 day ago
    Rivera, Margaret Lapsed
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -60
    Revenue
    $700
    Phone
    --
  • 3 hours ago
    Williams, Terry Lapsed Adams Morgan Duplicate Profile Follow-up scheduled for 10/18/21
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -61
    Revenue
    --
    Phone
    --
  • 15 days ago
    Murphy, Juan Contacted
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    AdWords
    # Visits
    -73
    Revenue
    $559
    Phone
    --
  • 1 day ago
    Lewis, Christopher New Lead
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -74
    Revenue
    $1,267
    Phone
    (555) 233-4998
  • 1 day ago
    Bailey, Robert Suspended Adams Morgan
    Last Contact
    5 days ago Assigned to: Terry B.
    Last Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -75
    Revenue
    $615
    Phone
    --
  • 1 day ago
    Alexander, Robert Engaged Visited Other Market
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    Today 5 days ago
    Referral Source
    Facebook
    # Visits
    -80
    Revenue
    --
    Phone
    (555) 123-5674
  • 5 hours ago
    Powell, Robert Suspended
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -88
    Revenue
    $606
    Phone
    --
  • 15 days ago
    Richardson, Stephen Active Non-Member Preston Hollow Follow-up scheduled for 10/18/21
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -89
    Revenue
    $746
    Phone
    (555) 432-9908
  • 15 days ago
    Richardson, Ruth Contacted
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Member (Sarah Jones)
    # Visits
    -94
    Revenue
    $487
    Phone
    --
  • 6 days ago
    Alexander, Jonathan Member Duplicate Profile
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Walk-In
    # Visits
    -95
    Revenue
    --
    Phone
    (555) 123-5674
  • 1 day ago
    Rivera, Stephen Terminated Adams Morgan
    Last Contact
    2 hours ago Assigned to: John S.
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -103
    Revenue
    $996
    Phone
    (555) 432-9908
  • 3 hours ago
    Hughes, Harold Active Non-Member
    Last Contact
    5 days ago Assigned to: Elizabeth W.
    Last Visit
    Today 5 days ago
    Referral Source
    Member (Sarah Jones)
    # Visits
    -108
    Revenue
    $433
    Phone
    --
  • 6 days ago
    Cooper, Terry Active Non-Member Visited Other Market
    Last Contact
    --
    Last Visit
    --
    Referral Source
    Facebook
    # Visits
    -109
    Revenue
    $1,358
    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 138 -- $20,000
Contacted 83 90% $18,000
Engaged 152 85% $15,000
Trial Started 137 96% $14,000
Trial Ended 179 97% $11,000
Converted 96 94% $20,000
Active Non-Member 59 -- --
Member 192 -- --
Suspended 53 -- --
Terminated 77 -- --
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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