All Leads
Last updated
Last updated
The Leads section in HealthPro is designed to provide a seamless and intuitive way to manage and interact with potential patients. The page is structured to optimize the user experience, ensuring that all necessary information is easily accessible and actionable.
Key Components:
Lead Section:
List of All Leads: This area displays all the leads categorized into Open, Requesting, Replied, and Resolved, helping you track the progress and status of each lead at a glance.
Search and Filter Functionality: Easily search for specific leads or apply filters to narrow down your list based on various criteria, making it simple to find the most relevant leads quickly.
Lead Cards: Each lead is represented by a card that includes essential information such as a color-coded view, potential revenue amount, source of the lead, and a timestamp. The color coding is particularly useful for prioritizing leads based on their potential value.
Chat Section:
Customer Interaction: This section allows you to view and respond to customer messages directly. Whether the customer is using a mobile device or web WhatsApp, the Business API integration with HealthPro provides a super-friendly and efficient way for your team to chat or call the customer. This interface mimics the familiarity of standard WhatsApp while incorporating powerful business features.
Lead Detail Section:
Information, Activity, and Funnel Tabs: This area breaks down the lead details into three key tabs:
Information: Offers a comprehensive view of the customer’s details, including buying intent, services interested in, and more.
Activity: Tracks the lead’s interaction history, providing insights into their engagement with your business.
Funnel: Visualizes where the lead is in the sales funnel, helping you tailor your approach to move them closer to conversion.
This layout ensures that all lead-related information is organized, easily accessible, and actionable, allowing your team to prioritize leads effectively, maintain high-quality customer interactions, and ultimately drive more conversions.
