How do I access the Opportunities Board?
To access the Opportunities Board, navigate to the pipeline drop-down menu. If you have multiple campaigns, use this menu to switch between different campaigns.
What are the stages in the Opportunities Board?
The stages in the Opportunities Board represent the steps in the new patient process, from initial contact to final closure. These stages include:
New Lead: When a lead submits their information, they enter this column and receive automated text and email communications.
Prospect Replied: If a lead replies to the automation, they automatically move to this column. Here, the automated text and email communication sequence is turned off.
Connected Stops Messages: Manually move leads here if you no longer want them to receive automated messages, such as after a phone connection.
Prepay: For clients using the prepay feature, manually drag leads to the Prepay-Needs to Pay column to send out a prepay link. Leads will receive the prepay link and a short reminder sequence to pay. When a lead pays, they automatically move to the Prepay-Paid column and receive the “paid” tag. If a lead does not pay after 2 days, your team will be notified via email.
Appointment Confirmed: This stage is for leads that have confirmed an appointment. Leads scheduled in our calendar will receive an appointment confirmation and appointment reminders via email and text.
No Show/Canceled: For leads that have canceled appointments or did not show up. Leads will receive a short sequence of text and email asking them to reschedule.
Showed Up: For leads that have attended their appointment.
After 1st Visit - Did Not Sign On: For leads that did not sign on for care after the first visit but are qualified leads that you want to keep in touch with and still try to convert.
Report of Findings: For clients that conduct a Day 2 - Report of Findings visit.
Success: For leads that have signed on for a care plan or booked follow-up appointments and are now your patients.
Other: Keep in mind that these stages can be customized to create a more seamless experience. Please let us know if there are stages to be added, renamed, or removed from your Opportunity Board.
What are opportunities, and why are they important?
Opportunities represent potential new patients and potential revenue in your pipeline. Each opportunity has a projected revenue value based on the lifetime value you provided during your onboarding.
Which stages have automation?
Automation is built into certain stages, such as:
New Lead: Automated text and email communications.
Prepay
Appointment Confirmed
No Show/Canceled
What are the new filtering options on the Opportunities Board?
Enhanced filtering functionalities allow you to sift through opportunities based on criteria such as open or closed opportunities, lead source, date. Customize your view to focus on what matters most.
How can I organize and update my pipeline efficiently?
Use the drag-and-drop feature to move opportunities into different stages, such as 'Lost' or 'Abandoned,' keeping your pipeline organized and up-to-date.
How do I edit opportunities directly from the board?
Click on the Contact card to access opportunity details or click on the contact name to view and edit their information, providing quick and easy access to necessary details.
Why is it important to keep the Opportunities Board up to date?
The Opportunities Board serves as a real-time dashboard, reflecting the effectiveness of campaigns and marketing efforts. Accurate and current data helps us in making informed, data-driven decisions to optimize your campaigns and maximize ROI. Regular updates allow for identifying high-performing lead sources and addressing bottlenecks or inefficiencies proactively.
What should I do if I have questions or need further assistance?
If you have any questions or need further guidance on managing your opportunities, don't hesitate to reach out to our support team. We're here to help.
Closing Note:
Keeping your Opportunities Board accurate and current is crucial for driving growth and optimizing your campaigns. Make it a priority, and you'll see the benefits in your overall success.
