CRM & New Leads

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CRM 

Every patient registered to our system will be listed on our CRM. To see the CRM, from top menu, go to Data > CRM.
Select a clinic to see the patients list.
You can edit the stages by clicing "edit" button.
Drag the patient to another stage when you need to.

New Leads

New leads are the leads that we got from website submissions. From top menu, go to Data > New Leads.
If you need to create a new leads, click "+ Create New" button.
From action menu you can do: edit, view new leads, edit stage, and embed code.
When you click view you will see the leads detail.

One website is using the same form for all pages, but you can still filter the leads based on source link.