Lead Status Columns
Each column represents the next step in your lead management workflow. These columns can be customized to match your practice's specific workflow (in Settings > Leads > Lead Statuses).
Some common examples of lead statuses:
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Initial Outreach
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Follow-Up Attempts
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Verifying Eligibility/Insurance
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Scheduled
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Attended
To Move a Lead Between Statuses
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Click the lead card you want to update.
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Drag it into the appropriate status column.
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Release to update it instantly.
