Leads & CRM
Healthcare-focused lead management with automated follow-up — demo data
2
New
2
Contacted
1
Appointment Requested
1
Appointment Confirmed
0
Active
1
Follow-Up
1
Converted
0
Lost
EB
Elena Brooks
Chiropractic Care · L-201
Phone
(404) 555-0110Source
Website
Service Interest
Chiropractic Care
Created Date
2026-09-28
Last Contact
2026-09-29
Assigned Staff
Sarah Thompson
Conversion Status
In Progress
Timeline
Lead created from website form
2026-09-28
Initial call — left voicemail
2026-09-29
Email sent with service info
2026-09-29
Notes
Prefers morning appointments. Has had chiropractic care before.
Follow-Up Tasks
Call Elena to confirm appointment
Pending Send insurance information packet
Completed