A step-by-step guide for getting the most from Influx MD right from the start.
Best practices for managing leads from first contact until conversion.
Creating intake forms to add to your website or landing pages
Automating actions such as emails, texts, and status values within Influx MD
Configuring your workspace to optimize your efficiency.
Configuring your account and services in Influx MD.
Understanding standard reports and creating custom reports.
Maintaining HIPAA compliance with user security best practices.
Using the calendar to schedule sales and support meetings with leads.
Creating successful workflows and journeys for your medical clinic
Using email for communication, nurturing, and marketing.
Connecting Influx MD with other applications.