Change Lead Status

1. Click the call button or lead ID hyperlinked next to the lead name
2. Select ‘Change Lead Status.’
3.  Click appropriate lead status. Add notes and hit submit to save

There are several states that can be selected to document further activity with the lead. These states include:

• Created – every new lead in Portal that hasn’t been contacted automatically is marked as created
• Contacted – used when contact is made with the lead but a follow-up is needed to finalize the appointment
• Scheduled – used when the phone call results in a scheduled appointment. This state triggers appointment reminders from automatically being sent
• Office transfer – used by RSI’s lead management team to notate they transferred the call to the office. This feature is NOT used by clients at this time
• Invalid – used when the lead is not a valid lead that can be scheduled such as job seekers, SEO company, or incorrect number
• Dead Lead – used for new patients that were unable to be scheduled for any reason including no longer interested or price shopping