Leads

In this article we will discuss how to track and follow up with leads:

There are two sections to view new leads: from the General Tab > New Leads and the Market Tab > Launch Pad > Leads

From the Market Tab we will need to access the Launch Pad Tab then click on Leads:

This will bring us to our Patient > Leads Tab

From here we can review our lead and their details 

From accessing the leads information we can add in notes and create them as a patient. 

If we create them as a patient the following pop-up window will appear:

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