Managing Leads

Helping a lead progress from first contact through to becoming a patient is the goal of everyone using Influx patient relationship management software. Managing a lead involves any of the following responsibilities:

  1. Adding a lead to Influx
  2. Handling requests for information
  3. Engaging in conversation
  4. Involving other agents in the lead management process
  5. Completing steps
  6. Maintaining contact
  7. Closing a lead

Let’s look at each of these responsibilities in a little more detail.

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