Form Leads


Overview

The overview will display the total number of Form and Call leads that you have received through your website for a given month. You can select the month you are viewing in the top right-hand corner.

leads overview

Form Leads

The form leads section allow you to track your form submissions and allows you to self-audit the leads to determine how many new patient messages you are receiving through your website.

First, select your date range in the top right-hand corner. By default, the form leads application will display leads for the current month.

To view the details of a lead, click on the action button and then view.

leads details

From here, you can mark the client type, mark the form as read, select if an appointment was scheduled, archive the message, and add any notes.

To view archived messages, click on the filter icon and select archived.

submissions filter


Editing Your Forms

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