đ Overview
Lead tracking in ChiroHD is a powerful feature designed to help you monitor, engage, and manage leads efficiently within your organization. By enabling lead tracking, your system gains dedicated tabs for leads at both the system and location levels, supporting comprehensive notification, communication, and scheduling capabilities. This guide covers the step-by-step process for enabling the Lead Tracking feature.
Accessing the Lead Tracking Toggle
Navigate to your System Dashboard, System Settings, System Configuration, Lead Tracking toggle.
Lead Tracking - Toggle On
Once enabled, the Leads tab will appear at both the system and location dashboards. Each location can independently manage their leads, monitor the funnel, and employ system templates optimized for lead nurturing and follow-up.
Lead Tracking - Toggle Off
Once disabled, the Leads tab will not appear at either the system and location dashboards.
NOTE: Separate training materials and videos are available that cover the detailed lead management and advanced use cases. Please refer to those for in-depth guidance.
â Key takeaways
The Lead Tracking feature in ChiroHD helps monitor and manage lead funnels at both the system and location level.
Lead tracking activates notification, communication, and a scheduling feature within the platform when enabled.
Offices focused on managing leads exclusively within ChiroHDâwithout outside toolsâbenefit from using this feature, enabling location-specific lead management and workflow automation.
đ Conclusion
The Lead Tracking feature in ChiroHD is an essential tool for offices seeking to consolidate and streamline lead management processes. By following the straightforward steps above, you can activate lead tracking and empower each location with the tools necessary for efficient lead handling, communication, and conversion. Unlock the full potential of your ChiroHD system and maximize lead conversion by taking advantage of this integrated solution.