Leads

A lead is a possible new patient who hasn’t booked yet.

What you record

Name, company, phone, email, location, the source, the service requested, an estimated value, who it’s assigned to, a follow-up date and notes.

Lead status

Status	Meaning
New	Just came in.
Contacted	You’ve reached out.
Qualified	It’s a real prospect.
Estimate requested	They’ve asked for a price.
Estimate sent	You’ve sent one.
Won	They became a patient.
Lost	They went elsewhere or dropped out.

When a lead is won, create their patient record.

Who can manage leads

Owners, office managers, dentists and hygienists.